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Elizabeth Ann West

S2G INVESTMENTS, LLC·CHICAGO, Illinois
Clean recordS2G INVESTMENTS, LLC
167 N. GREEN ST., CHICAGO, IL 60607CRD# 7882327Firm CRD# 330022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Ann West · CHICAGO, IL
Registration
CRD #7882327 · S2G INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Ann West is a registered financial advisor based in CHICAGO, Illinois, affiliated with S2G INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
S2G INVESTMENTS, LLC
S2G VENTURES
AUM
$2.6B
Regulatory assets under management
Employees
45
Total firm employees
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 7882327
Firm CRD# 330022
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Ann West offer?
Elizabeth Ann West specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Elizabeth Ann West's credentials?
Elizabeth Ann West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann West located?
Elizabeth Ann West is based in CHICAGO, Illinois, working with S2G INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Elizabeth Ann West charge for services?
Elizabeth Ann West's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is S2G INVESTMENTS, LLC?
S2G INVESTMENTS, LLC has approximately 45 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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