UNIQUE WEALTH STRATEGIES
Tel: 630-318-0565 570 Village Center Drive, Ste 203 Burr Ridge, Illinois 60527
About UNIQUE WEALTH STRATEGIES
UNIQUE WEALTH STRATEGIES is a Burr Ridge, Illinois based financial advisory firm with nearly $251,100,000 in assets under management and provides investment advisory services for 708 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
323994
Firm SEC#:
801-127067
Assets Under Management:
$251,100,000
No. of Clients:
708
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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