Adviser Profile
| As of Date | 06/08/2024 |
| Registration status | Registration Changed to LANDMARK WEALTH MANAGEMENT, INC. |
| ADV Location | NORMAL, IL, United States |
| Contact Info | 309 xxxxxxx |
| Websites |
| AUM* | 160,189,588 48% |
| of that, discretionary | 160,189,588 49% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 5 150% |
| Private Fund GAV* | 0 |
| Avg Account Size | 289,674 29% |
| % High Net Worth | 29.11% 43% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds