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T2 Asset Management, LLC
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Overview Share
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Oakbrook Terrace, Illinois
$136.4 million AUM
3 offices

T2 Asset Management, LLC is based in Oakbrook Terrace, Illinois and has $136.4 million in assets under management.

Location
2 Transam Plaza Drive
Suite 200
Oakbrook Terrace, IL 60181
$136.4 million
AUM
11
Employees
AUM Share
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$136,400,000
Assets under management
863 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 458 $58,800,000 43% $128,384
High net worth individuals 45 $77,600,000 57% $1,724,444
Employees Share
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11
Employees
10
Investment analysts
91% of total employees
AUM per employee Share
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$136,400,000
Assets under management
$12,400,000
AUM per employee
$13,640,000
AUM per investment analyst
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Compensation

T2 Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

T2 Asset Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 167,714
SEC number 801-112202
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date March 12, 2020

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