AdvisorOS Directory
Claim Profile
MJ

Monica Suricha Jensen

S2G INVESTMENTS, LLC·CHICAGO, Illinois
Unclaimed Profile
167 N. GREEN ST., CHICAGO, IL 60607CRD# 7877292Firm CRD# 330022
01

About

Monica Suricha Jensen 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 7877292
Firm CRD# 330022
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Monica Suricha Jensen offer?
Monica Suricha Jensen specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Monica Suricha Jensen's credentials?
Monica Suricha Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monica Suricha Jensen located?
Monica Suricha Jensen is based in CHICAGO, Illinois, working with S2G INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Monica Suricha Jensen charge for services?
Monica Suricha Jensen'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHICAGO
Christine Carr Smith — LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.Robert Paul Morgan — 50 SOUTH CAPITAL ADVISORS, LLCWendy Jacqueline Hills — DUFF & PHELPS INVESTMENT MANAGEMENT CO.Matthew Bradley Wallace — AON INVESTMENTS USA INC.Christopher John Castano — GROSVENOR CAPITAL MANAGEMENT, L.P.
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile