RIA Intel›Advisers›Illinois›P.W.B., INC.

P.W.B., INC.

Advisory

IL

Data as of Jan 20, 2009 · Source: SEC Form ADV

Rank in IL

#1,617

of 1,719 advisers by AUM

Average account

$76K

across 48 accounts

Source: SEC Form ADV. Figures as filed Jan 20, 2009.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

—

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees—

Investment Advisers—

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.

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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

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

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