MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
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
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)
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