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Building 2MPS-LORIA FINANCIAL PLANNERS,LLC

Map pinBURR RIDGE, IL
Phone630-887-4404
NotebookSEC #801-66518
Total AUM
$826.6M
Employees
7
Clients
679

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 SOUTH COUNTY LINE ROAD
BURR RIDGE
IL 60527-6955
United States
Operating Hours
8:30 AM TO 4:30 PM (CST)
Monday - Friday
Phone
630-887-4404

ReceiptFinancials

Total AUM
$826.6M
Accounts
1,670
Discretionary
$786.7M
Accounts
1,593
Non-Discretionary
$39.9M
Accounts
77

ContactClients

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Individual Clients
489
AUM
$153.1M
HNW Individual Clients
190
AUM
$673.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILINMIMOOHTNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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