DETTERBECK WEALTH MANAGEMENT

110 N. Brockway
Suite 330
Palatine, Illinois 60067
Tel: 847-934-6262

About DETTERBECK WEALTH MANAGEMENT

DETTERBECK WEALTH MANAGEMENT, formally registered with the SEC as DETTERBECK WEALTH MANAGEMENT. The firm was established in 05/08/2017. They have over 2 offices throughout the country.

DETTERBECK WEALTH MANAGEMENT is a Palatine, Illinois based Financial Planning firm with nearly $252,120,838 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111594
SEC#	801-110527
Assets Managed by Firm	$252,120,838
No. of Clients	768
No. of Advisors	6

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	768	$252,120,838
Individuals (other than high net worth individuals)	76	$32,369,408
High net worth individuals	86	$219,751,430

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