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ROTHSCHILD WEALTH LLC
700 Commerce Drive
Suite 170
Oakbrook, Illinois 60523
Tel: 630-448-5711
About ROTHSCHILD WEALTH LLC
ROTHSCHILD WEALTH LLC, formally registered with the SEC as ROTHSCHILD WEALTH LLC. The firm was established in 04/16/2012. They have over 1 offices throughout the country.
ROTHSCHILD WEALTH LLC is a Oakbrook, Illinois based Financial Planning firm with nearly $615,566,661 assets under management, offering retirement planning & investment advisory services to 2755 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162442 |
| SEC# | 801-74818 |
| Assets Managed by Firm | $615,566,661 |
| No. of Clients | 2755 |
| No. of Advisors | 17 |
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
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2755 | $615,566,661 |
| Individuals (other than high net worth individuals) | 451 | $192,396,614 |
| High net worth individuals | 529 | $423,170,047 |
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