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Home > Retirement Planners > illinois > schaumburg > MONERE WEALTH MANAGEMENT, INC.
MONERE WEALTH MANAGEMENT, INC.
20 N. Martingale Road
Suite 450
Schaumburg, Illinois 60173
Tel: 312-585-3850
About MONERE WEALTH MANAGEMENT, INC.
MONERE WEALTH MANAGEMENT, INC, formally registered with the SEC as MONERE WEALTH MANAGEMENT, INC. The firm was established in 07/26/2019. They have over 2 offices throughout the country.
MONERE WEALTH MANAGEMENT, INC. is a Schaumburg, Illinois based Financial Planning firm with nearly $270,000,000 assets under management, offering retirement planning & investment advisory services to 555 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173076 |
| SEC# | 801-117039 |
| Assets Managed by Firm | $270,000,000 |
| No. of Clients | 555 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 555 | $270,000,000 |
| Individuals (other than high net worth individuals) | 100 | $125,000,000 |
| High net worth individuals | 235 | $120,000,000 |
| Charitable organizations | 5 | $10,000,000 |
| Corporations or other businesses | 10 | $15,000,000 |
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