AdvisorGrade

Financial advisers in Itasca, IL

2 registered investment adviser firms in Itasca managing $730M in assets, based on public SEC Form ADV filings.

Leslie Global Wealth, LLC

Itasca, IL · Est. 2015

Local
Fee-based
AUM
$447M
Per adviser
$149M
Advisers
3

No reported disclosures

Pendulum Wealth Partners

Itasca, IL · Est. 2025

LocalInternational
Fee-based
AUM
$283M
Per adviser
$31M
Advisers
9

No reported disclosures