Overview
Assets Under Management: $165 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 50
Average Client Assets: $1.5 million
Frequently Asked Questions
T2 ASSET MANAGEMENT, 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 #167714), T2 ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
T2 ASSET MANAGEMENT, LLC is headquartered in NAPERVILLE, IL.
T2 ASSET MANAGEMENT, LLC serves 50 high-net-worth clients according to their SEC filing dated March 06, 2025. View client details ↓
According to their SEC Form ADV, T2 ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
T2 ASSET MANAGEMENT, LLC manages $165 million in client assets according to their SEC filing dated March 06, 2025.
According to their SEC Form ADV, T2 ASSET MANAGEMENT, 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: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.45%
Average Client Assets: $1.5 million
Total Client Accounts: 830
Discretionary Accounts: 830
Regulatory Filings
CRD Number: 167714
Filing ID: 1945356
Last Filing Date: 2025-03-06 09:45:00