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LEFT BRAIN WEALTH MANAGEMENT, LLC
Tel: 630-517-9300
215 Shuman Blvd #304
Naperville, Illinois 60563
LEFT BRAIN WEALTH MANAGEMENT, LLC
LEFT BRAIN WEALTH MANAGEMENT, LLC is a Naperville, Illinois based financial advisory firm with nearly $310,352,864 in assets under management and provides investment advisory services for 650 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
170348
SEC#:
801-113256
No. of Clients:
650
Assets under Management
$310,352,864
No. of Advisors:
7
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