A
CRD: 312380
Ahlbeck Financial
DES Plaines, IL, 60016
8478251812
$8.0M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
1651 ELK Blvd. DES Plaines IL
About Ahlbeck Financial
Ahlbeck Financial is a DES Plaines-based RIA. The firm has been operating for 5 years. Managing $8.0M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Portfolio Construction.
Team overview
64 AVG AGE
$4.0M AVG AUM / ADVISOR
$241.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima North timber
Investment Themes
Zenith
Investment Vehicles
Wave frontier
Services
Oak Value timber
Owner & Executives
T
THOMAS HAROLD AHLBECK
Chief Compliance Officer, President, Principal
- CRD
- #4617312
- Ownership
- 75% or more
(824) 744-1967
optima.legacy@northcapital.com
in linkedin.com/in/legacy-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
D
DEBORAH LYNN ITTNER
--
- CRD
- #2078465
(659) 520-7971
frontier.unison@wavecapital.com
in linkedin.com/in/fusion-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,781,215 | -- |
| Non-Discretionary | $202,054 | -- |
| Total | $7,983,269 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,983,269
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,454,037,807 | 100.0% |
| Total | $6,454,037,807 | 100.0% |