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Building 2FMSI ADVISERS

Map pinBLOOMINGTON, IL
Phone309.820.7444
NotebookSEC #801-67749
Total AUM
$169.4M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
207 W. JEFFERSON STREET
SUITE 102
BLOOMINGTON
IL 61701-3969
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
309.820.7444

ReceiptFinancials

Total AUM
$169.4M
Accounts
498
Discretionary
$108.4M
Accounts
420
Non-Discretionary
$61M
Accounts
78

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMONCNDNENHNJNVNYOHOKORPASDTNTXUTVAWAWI

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

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