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PORTE BROWN WEALTH MANAGEMENT LLC

EIN 26-4234710-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
4
845 OAKTON STREET - ELK GROVE VILLAGE, IL 60007847-357-9995pbwealth.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 4 part

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Retirement#001

PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN

401k

Assets$1.4M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTE BROWN WEALTH MANAGEMENT LLC 401(K) PLAN401k$1.4M42024
Retirement plans
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