ABERDEEN WEALTH MANAGEMENT LLC

515 Glen
Lake Bluff, Illinois 60044
Tel: 312-456-3315

About ABERDEEN WEALTH MANAGEMENT LLC

ABERDEEN WEALTH MANAGEMENT LLC, formally registered with the SEC as ABERDEEN WEALTH MANAGEMENT LLC. The firm was established in 07/17/2000. They have over 1 offices throughout the country.

ABERDEEN WEALTH MANAGEMENT LLC is a Lake Bluff, Illinois based Financial Planning firm with nearly $634,052,795 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108525
SEC#	801-57736
Assets Managed by Firm	$634,052,795
No. of Clients	390
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	390	$634,052,795
Individuals (other than high net worth individuals)	10	$1,956,456
High net worth individuals	133	$632,096,339

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