Overview
Assets Under Management: $291 million
Headquarters: ORLAND PARK, IL
High-Net-Worth Clients: 79
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 919
Discretionary Accounts: 862
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 123091
Last Filing Date: 2024-03-27 00:00:00
Website: https://ofmwealth.com