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MONERE WEALTH MANAGEMENT, INC.
Tel: 312-585-3850
20 N. Martingale Road Suite 450
Schaumburg, Illinois 60173
MONERE WEALTH MANAGEMENT, INC.
MONERE WEALTH MANAGEMENT, INC. is a Schaumburg, Illinois based financial advisory firm with nearly $270,000,000 in assets under management and provides investment advisory services for 555 clients. There are currently 10 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, Hourly charges, Fixed fees
Firm CRD#:
173076
SEC#:
801-117039
No. of Clients:
555
Assets under Management
$270,000,000
No. of Advisors:
10
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