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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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