T2 ASSET MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $180.0M |
| Discretionary | $180.0M100% of AUM |
| Client Accounts | 850 |
| Avg Account Size | $212K |
| Employees | 8 |
| Peak AUM | $192.3MMar 2019 |
| AUM CAGR | +3.0% /yrover 8 yrs · 28 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $180M | +9.1% | +14.7% | +5.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $180.0M |
| Discretionary | $180.0M |
| Employees | 8 |
| Client Accounts | 850 |
| Client Range | 26-50 |
Contact & Location
Address
1952 MCDOWELL RD
NAPERVILLE IL 60563
Phone
888-354-8499
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$180M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution