83rd St. Wealth Management, LLC
83rd St. Wealth Management, LLC (CRD# 172115) is a financial advisory firm headquartered in , . They manage $85,564,078 in 240 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management86MILLION
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$356,517
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL
Matthew Schultz (CRD# 4594279) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in South Barrington, IL and has over 20 years of experience in the finance industry.
Robert Burns (CRD# 3267624) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in South Barrington, IL and has over 24 years of experience in the finance industry.
Daniel Roseth (CRD# 7687302) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in Riverwoods, IL and has 1 year of experience in the finance industry.