Overview
Assets Under Management: $127 million
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 34
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 307977
Last Filing Date: 2024-09-26 00:00:00
Website: https://wpn360.com