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Wallem Associates

EST. AUM
$337,658,673

CONTACTS
6

CLIENT ACCOUNTS
1,176

Firm Details

Metro area Chicago
CRD Number 326880
Website wallemassociates.com
Client types

Overview

Wallem Associates is a financial services firm based in northern Illinois that specializes in wealth management, tax strategy, and business advisory services. Recently acquired by Lucas Group Financial Advisors, Wallem Associates aims to enhance its offerings by integrating resources and expertise from both firms. Clients of Wallem Associates will continue to work with their existing advisors while benefiting from an expanded range of tools and support. The firm operates under the regulatory framework of the Securities and Exchange Commission as a registered investment advisor.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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