MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC - Financial Advisor in Illinois, Lincolnshire

Tel: 847-247-8959 475 Half Day Road Suite 500 Lincolnshire, Illinois 60069

About MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC is a Lincolnshire, Illinois based financial advisory firm with nearly $389,159,406 in assets under management and provides investment advisory services for 721 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

118366

Firm SEC#:

801-126430

Assets Under Management:

$389,159,406

No. of Clients:

721

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ASSET ALLOCATION SERVICES INVESTMENT ADVISOR TO 401K PLANS)

Fee Structure:

A percentage of AUM, Commission Based

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