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ROTHSCHILD WEALTH LLC
Investment Advice|OAKBROOK, IL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$751.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 706.8M |
| Non-Discretionary | 44.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 162442 |
| SEC Number | 801-74818 |
| Street Address | 700 COMMERCE DRIVE |
| Street Address 2 | SUITE 170 |
| Location | OAKBROOK, IL 60523 |
| Country | United States |
| Phone | 630-448-5711 |
| Fax | 630-448-5758 |
| Total Employees | 22 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (1,031 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 563 |
| Individuals (other than H… | 462 |
| Pension/Profit Sharing Pl… | 6 |
County data not available for this organization.