DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > illinois > lincolnshire
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Tel: 847-247-8959
475 Half Day Road Suite 500
Lincolnshire, Illinois 60069
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC is a Lincolnshire, Illinois based financial advisory firm with nearly $389,159,406 in assets under management and provides investment advisory services for 721 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (ASSET ALLOCATION SERVICES INVESTMENT ADVISOR TO 401K PLANS)
Fee Structure:
A percentage of AUM, Commission Based
Firm CRD#:
118366
SEC#:
801-126430
No. of Clients:
721
Assets under Management
$389,159,406
No. of Advisors:
8
More Financial Advisory Firms in Lincolnshire, Illinois
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 674 |
| INVESCO CAPITAL MANAGEMENT LLC | 125601 | 220 |
| ENVESTNET PMC | 111694 | 415 |
| BALYASNY ASSET MANAGEMENT L.P. | 138111 | 1857 |
| NUVEEN ASSET MANAGEMENT, LLC | 155584 | 397 |
| LGIM AMERICA | 149156 | 286 |
More Firms in Lincolnshire, Illinois >>