Overview
Assets Under Management: $839 million
Headquarters: CHICAGO, IL
Frequently Asked Questions
SYSTM WEALTH SOLUTIONS 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 #321267), SYSTM WEALTH SOLUTIONS is subject to fiduciary duty under federal law.
SYSTM WEALTH SOLUTIONS is headquartered in CHICAGO, IL.
According to their SEC Form ADV, SYSTM WEALTH SOLUTIONS offers portfolio management for individuals. View all service details ↓
SYSTM WEALTH SOLUTIONS manages $839 million in client assets according to their SEC filing dated April 25, 2024.
According to their SEC Form ADV, SYSTM WEALTH SOLUTIONS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Total Client Accounts: 1,315
Discretionary Accounts: 1,315
Regulatory Filings
CRD Number: 321267
Filing ID: 1870023
Last Filing Date: 2024-04-25 11:00:00