Overview
Assets Under Management: $195 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 3
Average Client Assets: $57 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.01
Average High-Net-Worth Client Assets: $57 million
Total Client Accounts: 1,277
Discretionary Accounts: 872
Non-Discretionary Accounts: 405
Regulatory Filings
CRD Number: 123176
Filing ID: 1973919
Last Filing Date: 2025-04-01 15:15:00
Website: https://www.mentoradvisers.com