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Building 2TSFG, LLC

Map pinLAKE FOREST, IL
Phone847-735-7100
NotebookSEC #801-99339
Total AUM
$997.2M
Employees
19
Clients
1,342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1052 N WESTERN AVENUE
LAKE FOREST
IL 60045
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
847-735-7100
Other Offices
6

ReceiptFinancials

Total AUM
$997.2M
Accounts
2,846
Discretionary
$997.2M
Accounts
2,846
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,022
AUM
$397.8M
HNW Individual Clients
315
AUM
$597.9M
Charitable Organization Clients
2
AUM
$1.2M
Corporation or Business Clients
3
AUM
$386.6K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMEMIMNMONCNENVNYSCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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