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Building 2FAIRHAVEN WEALTH MANAGEMENT, LLC

Map pinWHEATON, IL
Phone630-333-9207
NotebookSEC #801-80596
Total AUM
$783.2M
Employees
19
Clients
550

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 E. ROOSEVELT ROAD
SUITE 100
WHEATON
IL 60187
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
630-333-9207

ReceiptFinancials

Total AUM
$783.2M
Accounts
1,576
Discretionary
$783.2M
Accounts
1,576
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
305
AUM
$100.2M
HNW Individual Clients
242
AUM
$665.9M
Pension/Profit Sharing Plan Clients
1
AUM
$8.7M
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AZCACOFLILMIOHTXWI

HandshakeAffiliates

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

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