← Back to searchVisit website
RWC FOR LIFE
RETIRE WITH CONFIDENCE FOR LIFE, LLC
CRD 317898
2020 CALAMOS COURT, SUITE 200, NAPERVILLE, IL, 60563, United States
Phone
630-393-6500
Fax
630-447-5753
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$30.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR OR REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $12.9M |
| High net worth individuals | 10 | $17.3M |
| Corporations/business entities | 1 | $40K |
All web addresses on file
Official SEC filing: View on IAPD