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MONERE WEALTH MANAGEMENT, INC.
MONERE WEALTH MANAGEMENT, INC.
SCHAUMBURG, Illinois
·
5 registered advisors
·
CRD# 173076
SEC# 801-117039
1
312-585-3850
01
Firm Overview
AUM
$235M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MONERE WEALTH MANAGEMENT, INC.
5 registered advisors
Andrew J. Wykretowicz
SCHAUMBURG, Illinois
CRD# 2839006
Anthony Falco
SCHAUMBURG, Illinois
CRD# 2155747
Arthur Farrell Harmon
SCHAUMBURG, Illinois
CRD# 1558889
John George Bouckaert
SCHAUMBURG, Illinois
CRD# 26830
Thomas Allen Bono
SCHAUMBURG, Illinois
CRD# 847285
05
Office Locations
SCHAUMBURG, Illinois
5 advisors
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Data sourced from SEC Form ADV filings. MONERE WEALTH MANAGEMENT, INC. (CRD# 173076) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.