Overview
Assets Under Management: $910 million
Headquarters: ORLAND PARK, IL
High-Net-Worth Clients: 140
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,910
Discretionary Accounts: 3,910
Regulatory Filings
CRD Number: 143128
Last Filing Date: 2025-02-17 00:00:00
Website: https://sisfp.com