Wealth Management Group LLC
Business Contact
Craig G. Bolanos Jr
Chief Executive OfficerContact Information
Phone: (847) 907-9600
Phone: (847) 907-7100
Phone: (815) 935-6636
Hours: Show
Web: investwithwmg.com
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Yelp Page: Visit
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Youtube Channel: Visit
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Last updated on Sep 7, 2023
Business Description
Wealth Management Group LLC is a small, independent, family-owned office of financial advisors offering a one-stop shop for asset management, financial planning, tax services, and estate planning. They are dedicated to serving affluent families and individuals with intricate wealth management needs and have been helping clients work toward financial security since 2003. Securities are offered through LPL Financial, member FINRA/SIPC. Visit www.investwithwmg.com for more information.
Employees: 5
Revenue: USD 521,122
Founded: 2003
Filing Number: 01969803
Industry
Financial Services » Financial services; Banks
Financial Services » Financial services; Banks
Engaged in:
Other activities auxiliary to financial service activities, Banks, Other monetary intermediation, Security and commodity contracts brokerage, Loan companies
Other activities auxiliary to financial service activities, Banks, Other monetary intermediation, Security and commodity contracts brokerage, Loan companies
ISIC Codes
6419, 6612, 6619
6419, 6612, 6619
Questions & Answers
Q1
How long has Wealth Management Group LLC been in business?
Wealth Management Group LLC has been in business for around 23 years.Q2
What is the phone number for Wealth Management Group LLC?
The phone number for Wealth Management Group LLC is (847) 907-9600.Q3
How big is Wealth Management Group LLC?
Wealth Management Group LLC generates approximately USD 521,122 in revenue annually, and employs around 5 people at this location.Q4
Where is Wealth Management Group LLC located?
Wealth Management Group LLC is located at 1605 W Colonial Pkwy Ste 100, Inverness, IL 60067.Q5
What days are Wealth Management Group LLC open?
Wealth Management Group LLC is open Mon–Fri 8:30 AM–5 PM; closed Sat–Sun.Q6
Is there a primary contact for Wealth Management Group LLC?
Craig G. Bolanos Jr (Chief Executive Officer) at Wealth Management Group LLC.Q7
Are there other contacts associated with Wealth Management Group LLC?
We have 3 additional contact(s) for Wealth Management Group LLC. They include: Susan Bourgeois, Wealth Management Group & Jason Doran.Q8
What is the web address (URL) for Wealth Management Group LLC?
The website for Wealth Management Group LLC is investwithwmg.com.Q9
What are the annual sales for Wealth Management Group LLC?
Wealth Management Group LLC has annual sales of approximately USD 521,122.Q10
How many people are employeed at Wealth Management Group LLC?
Wealth Management Group LLC has around 5 employees at this location.Q11
Does Wealth Management Group LLC have somewhere to park?
Yes, Wealth Management Group LLC has a parking lot available.Historical Information
Old business websites and emails that no longer exist, informational purposes only.
susanb@w-m-s.com
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Businesses in Zip Code 60067
Businesses in 60067: 7,438
Population: 37,645
Categories
Professional Services: 19%
Shopping: 14%
Medical: 10%
Home Services: 10%
Other: 46%
Price
Moderate: 52%
Inexpensive: 41%
Expensive: 6%
Very Expensive: 1%
Other: 0%
Area Codes
847: 93%
Other: 7%
Neighborhoods
Baldwin: 6%
Chestnut Woods: 9%
Circle Park: 12%
Downtown: 10%
Heatherlea: 18%
Pleasant Hill: 13%
Williamsburg: 15%
Other: 16%
Stats and Demographics for Zip Code 60067
Race
White: 88%
Asian: 6%
Hispanic or Latino: 4%
Black Or African American: 1%
American Indian Or Alaskan Native: 0%
Other: 1%
Gender
Female: 51%
Male: 49%
Other: 0%