MONERE WEALTH MANAGEMENT, INC. - Financial Advisor in Illinois, Schaumburg

Tel: 312-585-3850 20 N. Martingale Road Suite 450 Schaumburg, Illinois 60173

About MONERE WEALTH MANAGEMENT, INC.

MONERE WEALTH MANAGEMENT, INC. is a Schaumburg, Illinois based financial advisory firm with nearly $270,000,000 in assets under management and provides investment advisory services for 555 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

173076

Firm SEC#:

801-117039

Assets Under Management:

$270,000,000

No. of Clients:

555

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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