DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > illinois > oak brook
WATERSHED PRIVATE WEALTH LLC
Tel: 630.645.3848
1415 W. 22nd Street Tower Floor
Oak Brook, Illinois 60523
WATERSHED PRIVATE WEALTH LLC
WATERSHED PRIVATE WEALTH LLC is a Oak Brook, Illinois based financial advisory firm with nearly $302,042,079 in assets under management and provides investment advisory services for 505 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
316408
SEC#:
801-122309
No. of Clients:
505
Assets under Management
$302,042,079
No. of Advisors:
3
More Financial Advisory Firms in Oak Brook, 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 Oak Brook, Illinois >>