LEFT BRAIN WEALTH MANAGEMENT, LLC - Financial Advisor in Illinois, Naperville

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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