Overview
Assets Under Management: $225 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 37
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.85
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 74
Discretionary Accounts: 74
Regulatory Filings
CRD Number: 314694
Last Filing Date: 2025-02-14 00:00:00
Website: https://103advisory.com