- Create/maintain comprehensive financial plan and provide customized investment management - Deliver high service at below industry-level fees (starting at 0.75%, financial planning included) - Goal of participating in market gains while focusing on managing risk, at all times. Since 1998, Siligmueller & Norvid Wealth Advisors (SNWA) has provided personalized financial planning and investment management services to high net worth individuals and families, managing $116 million as of 12/31/14. Today, SNWA continues to demonstrate value and trust as a financial partner to our clientele. We deliver/update a comprehensive and highly personalized financial plan. Some clients like periodical reviews on a frequent basis, while others prefer reviews on an annual basis. SNWA is not part of a brokerage firm that sells its own products and/or services. Thus, we provide our clients with objective guidance on investments that best fit their needs. SNWA is an independent U.S. Securities and Exchange Commission (“SEC”) Registered Investment Advisor (“RIA”), regulated by the Investment Advisers Act of 1940, with a fiduciary duty to our clients. We embrace our role as a fiduciary, which means we must always act with your best interests in mind.
View Top Employees from Siligmueller & Norvid Wealth AdvisorsWebsite | http://www.siligmueller.com |
Revenue | $436000 |
Employees | 3 (3 on RocketReach) |
Founded | 1998 |
Address | 586 Duane Street 202, Glen Ellyn, Illinois 60137, US |
Phone | (630) 858-3651 |
Fax | (630) 793-9638 |
Technologies | |
Industry | Financial Services, Finance General, Finance |
Competitors | Commencement Financial Planning LLC, Core Wealth Management (Jupiter, FL), FRS Advisors, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Siligmueller & Norvid Wealth Advisors employee's phone or email?
The Siligmueller & Norvid Wealth Advisors annual revenue was $436000 in 2024.
Dale Siligmueller is the Partner and Managing Member of Siligmueller & Norvid Wealth Advisors.
3 people are employed at Siligmueller & Norvid Wealth Advisors.
Siligmueller & Norvid Wealth Advisors is based in Glen Ellyn, Illinois.
The NAICS codes for Siligmueller & Norvid Wealth Advisors are [5239, 52, 523, 52393].
The SIC codes for Siligmueller & Norvid Wealth Advisors are [628, 62].