MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
Skokie, Illinois
Mirretti Perryman Wealth Strategies, LLC is a highly regarded investment advisory firm based out of Skokie, IL. With over 150 individual clients and a remarkable $122,310,000 in assets under management, they have established themselves as trusted financial partners. Boasting a wealth of experience in the field, Mirretti Perryman specializes in managing employer 401Ks and individual portfolios, with approximately half of their assets falling into these categories. As a small firm with one office, Mirretti Perryman prides itself on delivering personalized service to its clients. They have a discretionary approach to managing assets...
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Assets Under Mgmt

$122.31M

Investment Professionals

3

Locations

0

% 401K & Individual

69%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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