Overview
Assets Under Management: $299 million
Headquarters: GLEN ELLYN, IL
High-Net-Worth Clients: 76
Average Client Assets: $4 million
Frequently Asked Questions
SILIGMUELLER & NORVID WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109265), SILIGMUELLER & NORVID WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
SILIGMUELLER & NORVID WEALTH ADVISORS LLC is headquartered in GLEN ELLYN, IL.
SILIGMUELLER & NORVID WEALTH ADVISORS LLC serves 76 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, SILIGMUELLER & NORVID WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
SILIGMUELLER & NORVID WEALTH ADVISORS LLC manages $299 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, SILIGMUELLER & NORVID WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
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