Overview
Assets Under Management: $2.5 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 5
Average Client Assets: $19.9 million
Frequently Asked Questions
BANKERS LIFE ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281285), BANKERS LIFE ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
BANKERS LIFE ADVISORY SERVICES, INC. is headquartered in CHICAGO, IL.
BANKERS LIFE ADVISORY SERVICES, INC. serves 5 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BANKERS LIFE ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BANKERS LIFE ADVISORY SERVICES, INC. manages $2.5 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BANKERS LIFE ADVISORY SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.99%
Average Client Assets: $19.9 million
Total Client Accounts: 18,608
Discretionary Accounts: 18,569
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 281285
Filing ID: 2082090
Last Filing Date: 2026-03-31 15:54:03