SYSTM Wealth Solutions is an investment advisor in Chicago with $500.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
872764376
SEC advisor number
801-126218
FINRA CRD number
321267
AUM ?
$839.18 mm
(as of 25 Apr 24)
Accounts
1,315
(as of 25 Apr 24)
Employees
1
(0 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23