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Home > Retirement Planners > illinois > highland park > WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
600 Elm Place
Highland Park, Illinois 60035
Tel: (847) 616-2590
About WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC, formally registered with the SEC as WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. The firm was established in 12/06/2018. They have over 1 offices throughout the country.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is a Highland Park, Illinois based Financial Planning firm with nearly $556,559,668 assets under management, offering retirement planning & investment advisory services to 1882 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299595 |
| SEC# | 801-114386 |
| Assets Managed by Firm | $556,559,668 |
| No. of Clients | 1882 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1882 | $556,559,668 |
| Individuals (other than high net worth individuals) | 296 | $277,665,780 |
| High net worth individuals | 44 | $277,712,023 |
| Pension and profit sharing plans | 3 | $1,181,865 |
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