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Building 2MONERE WEALTH MANAGEMENT, INC.

Map pinCHICAGO, IL
Phone312-585-3850
NotebookSEC #801-80581
Total AUM
$46.6M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 S LASALLE STREET
SUITE 4150
CHICAGO
IL 60603
United States
Operating Hours
8:00-16:00
Monday - Friday
Phone
312-585-3850

ReceiptFinancials

Total AUM
$46.6M
Accounts
130
Discretionary
$37.6M
Accounts
100
Non-Discretionary
$9M
Accounts
30

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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