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Building 2BCU WEALTH ADVISORS, LLC

Map pinVERNON HILLS, IL
Phone847-932-8007
NotebookSEC #801-81122
Total AUM
$653.6M
Employees
17
Clients
870

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 N. MILWAUKEE AVENUE
VERNON HILLS
IL 60061
United States
Operating Hours
8:00 AM - 4:30 PM CT
Monday - Friday
Phone
847-932-8007
Other Offices
17

ReceiptFinancials

Total AUM
$653.6M
Accounts
2,051
Discretionary
$653.6M
Accounts
2,051
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
739
AUM
$310.2M
HNW Individual Clients
131
AUM
$343.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINLAMAMIMNMSNCNYOHORPASCTNTXVAWI

HandshakeAffiliates

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

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