Home
›
Firms
›
WAVELAND FAMILY OFFICE, LLC
WAVELAND FAMILY OFFICE, LLC
DEERFIELD, Illinois
·
1 registered advisor
·
CRD# 325248
SEC# 801-127476
0
(847) 874-8210
01
Firm Overview
AUM
$359M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
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
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WAVELAND FAMILY OFFICE, LLC
1 registered advisor
Allen Curtis Berg
DEERFIELD, Illinois
CRD# 1536438
05
Office Locations
DEERFIELD, Illinois
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WAVELAND FAMILY OFFICE, LLC (CRD# 325248) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.