Moneyblock
Moneyblock (CRD# 128605) is a financial advisory firm headquartered in Chicago, IL. They manage $10,816,101 in 52 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$208,002
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN, MI, OH, VA, WI
Financial Advisors at Moneyblock
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.