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Successful Financial Solutions Inc (Buffalo Grove)


Successful Financial Solutions Inc is a large advisory firm based in Buffalo Grove. It manages $40.7 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Nevada.

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Successful Financial Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Successful Financial Solutions: assets under management

The assets under management (AUM) of Successful Financial Solutions Inc is $40.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $249.72 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Successful Financial Solutions Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Buffalo Grove

The principal office where Successful Financial Solutions Inc performs its advisory services is located at 1130 Lake Cook Road, Buffalo Grove, IL 60089, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 847-520-0999 or by fax 847-520-5475. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at concert-financial.com/advisors/concert-financial/splash1.htm.


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