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AHLBECK FINANCIAL INCORPORATED

Advisory

DES PLAINES, IL

Data as of Mar 15, 2024 · Source: SEC Form ADV

Rank in IL

#1,560

of 1,719 advisers by AUM

Average account

$148K

across 54 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 15, 2024.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$202K

Discretionary %97.5%

Total Clients33

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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