Accountants Wealth Management Group LLC
Accountants Wealth Management Group LLC (CRD# 283935) is a financial advisory firm headquartered in , . They manage $1,165,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Accountants Wealth Management Group LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$582,500
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Accountants Wealth Management Group LLC
1
Jonathan Grubb (CRD# 5508566) is an Investment Advisor Representative working at Accountants Wealth Management Group LLC in Des Plaines, IL and has over 8 years of experience in the finance industry.
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