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Building 2BANKERS LIFE ADVISORY SERVICES, INC.

Map pinCHICAGO, IL
Phone844-553-9083
NotebookSEC #801-106953
Total AUM
$2.5B
Employees
433
Clients
14,314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 E. WACKER DRIVE
STE 500
CHICAGO
IL 60601
United States
Operating Hours
8:00 AM - 5:00 PM - (CST)
Monday - Friday
Phone
844-553-9083
Other Offices
136

ReceiptFinancials

Total AUM
$2.5B
Accounts
18,608
Discretionary
$2.5B
Accounts
18,569
Non-Discretionary
$25.4M
Accounts
39

ContactClients

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Individual Clients
14,270
AUM
$2.4B
HNW Individual Clients
5
AUM
$99.3M
Pension/Profit Sharing Plan Clients
39
AUM
$25.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
NON-DISCRETIONARY INVESTMENT CONSULTING SERVICES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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