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Building 2STRATEGIC WEALTH PARTNERS

Map pinDEERFIELD, IL
Phone(224) 632-1600
NotebookSEC #801-80683
Total AUM
$3.5B
Employees
45
Clients
1,106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 LAKE COOK ROAD
SUITE 520
DEERFIELD
IL 60015
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(224) 632-1600
Other Offices
1

ReceiptFinancials

Total AUM
$3.5B
Accounts
6,045
Discretionary
$3.4B
Accounts
5,996
Non-Discretionary
$45.9M
Accounts
49

ContactClients

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Individual Clients
490
AUM
$187.3M
HNW Individual Clients
586
AUM
$3.2B
Pension/Profit Sharing Plan Clients
16
AUM
$24.1M
Charitable Organization Clients
5
AUM
$43.4M
Corporation or Business Clients
9
AUM
$47.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAIAILINLAMAMDMIMNMONCNENHNJNVNYOHORPATXVAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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