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Alex C Offerman

MODEL WEALTH , INC.·NAPERVILLE, Illinois
Unclaimed Profile
55 S. MAIN ST., NAPERVILLE, IL 60540CRD# 6263464Firm CRD# 299798
01

About

Alex C Offerman is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with MODEL WEALTH , INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODEL WEALTH , INC.
MODEL WEALTH
AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MODEL WEALTH , INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6263464
Firm CRD# 299798
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alex C Offerman offer?
Alex C Offerman specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Alex C Offerman's credentials?
Alex C Offerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex C Offerman located?
Alex C Offerman is based in NAPERVILLE, Illinois, working with MODEL WEALTH , INC.. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Alex C Offerman charge for services?
Alex C Offerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODEL WEALTH , INC.?
MODEL WEALTH , INC. has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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