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Building 2RCM WEALTH ADVISORS

Map pinCHICAGO, IL
Phone866-903-1822
NotebookSEC #801-92177
Total AUM
$388.8M
Employees
15
Clients
830

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
318 W ADAMS ST
10TH FLOOR
CHICAGO
IL 60606
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
866-903-1822
Other Offices
4

ReceiptFinancials

Total AUM
$388.8M
Accounts
1,123
Discretionary
$176.8M
Accounts
1,028
Non-Discretionary
$212M
Accounts
95

ContactClients

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Individual Clients
646
AUM
$86M
HNW Individual Clients
151
AUM
$121.7M
Pension/Profit Sharing Plan Clients
33
AUM
$181.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLILINKSMANHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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