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AHLBECK FINANCIAL
AHLBECK FINANCIAL INCORPORATED
CRD 312380
1651 ELK BLVD., DES PLAINES, IL, 60016, United States
Phone
847-825-1812
Fax
847-430-3460
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$7.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2024-03-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $4.5M |
| High net worth individuals | 8 | $3.5M |
Official SEC filing: View on IAPD