Overview
Assets Under Management: $389 million
Headquarters: LINCOLNSHIRE, IL
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 721
Discretionary Accounts: 720
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 118366
Last Filing Date: 2025-02-28 00:00:00
Website: https://msllc.com