Overview

Assets Under Management: $299 million
Headquarters: GLEN ELLYN, IL
High-Net-Worth Clients: 76
Average Client Assets: $4 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.55
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 458
Discretionary Accounts: 458

Regulatory Filings

CRD Number: 109265
Last Filing Date: 2025-02-24 00:00:00
Website: https://siligmueller.com