AHLBECK FINANCIAL

AHLBECK FINANCIAL of DES PLAINES, IL is an SEC-registered investment adviser (CRD 312380). Regulatory assets under management: $8.0M.

Registration

• CRD: 312380
• Type: Registered investment adviser
• Location: 1651 ELK BLVD., DES PLAINES, IL, 60016
• Phone: 847-825-1812
• Latest filing: 2024-03-15
• Regulatory AUM: $8.0M
• Discretionary AUM: $7.8M
• Non-discretionary AUM: $202K
• Clients: 2
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312380 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search