LEFT BRAIN WEALTH MANAGEMENT, LLC
Tel: 630-517-9300 215 Shuman Blvd #304 Naperville, Illinois 60563
About LEFT BRAIN WEALTH MANAGEMENT, LLC
LEFT BRAIN WEALTH MANAGEMENT, LLC is a Naperville, Illinois based financial advisory firm with nearly $310,352,864 in assets under management and provides investment advisory services for 650 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
170348
Firm SEC#:
801-113256
Assets Under Management:
$310,352,864
No. of Clients:
650
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Publication of periodicals and newsletters, Education seminars/workshops
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