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Home > Retirement Planners > illinois > naperville > T2 ASSET MANAGEMENT, LLC
T2 ASSET MANAGEMENT, LLC
1952 Mcdowell Rd
Suite 101
Naperville, Illinois 60563
Tel: 888-354-8499
About T2 ASSET MANAGEMENT, LLC
T2 ASSET MANAGEMENT, LLC, formally registered with the SEC as T2 ASSET MANAGEMENT, LLC. The firm was established in 12/18/2017. They have over 3 offices throughout the country.
T2 ASSET MANAGEMENT, LLC is a Naperville, Illinois based Financial Planning firm with nearly $140,000,000 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167714 |
| SEC# | 801-112202 |
| Assets Managed by Firm | $140,000,000 |
| No. of Clients | 573 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 573 | $140,000,000 |
| Individuals (other than high net worth individuals) | 548 | $110,000,000 |
| High net worth individuals | 25 | $30,000,000 |
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