OBERWEIS ASSET MANAGEMENT INC
Lisle, IL
AUM
$5.06B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
630-577-2300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL, LISLE
8 advisers found
VANTAGE POINT FINANCIAL, LLC
Lisle, IL
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(331) 204-6212
SEBOLD CAPITAL MANAGEMENT, INC
Lisle, IL
AUM
$364.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
630-548-9700
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
630-241-1122
AUM
$47.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
312-372-5000
BLACKWATCH FINANCIAL GROUP, LLC
Lisle, IL
AUM
$28.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
630-380-9430
ASSET STRATEGIES, INC
Lisle, IL
AUM
$59.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
630-241-1122
Full profileNo website
MOMENTUM FINTECH LLC
Lisle, IL
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
331-214-3079
Full profileNo website