1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SGL FINANCIAL, LLC

Map pinBUFFALO GROVE, IL
Phone8474993330
NotebookSEC #801-96223
Total AUM
$416M
Employees
33
Clients
884

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 W LAKE COOK ROAD
SUITE 150
BUFFALO GROVE
IL 60089
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
8474993330
Other Offices
3

ReceiptFinancials

Total AUM
$416M
Accounts
2,713
Discretionary
$414.1M
Accounts
2,712
Non-Discretionary
$1.9M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
795
AUM
$222.1M
HNW Individual Clients
88
AUM
$192M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDEFLILLAMINHNJOKSCTNTXVAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account