Overview
Assets Under Management: $751 million
Headquarters: BURR RIDGE, IL
High-Net-Worth Clients: 4
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.55
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 1,658
Discretionary Accounts: 1,581
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 122866
Filing ID: 1997803
Last Filing Date: 2025-06-18 14:44:00
Website: https://mpsloria.com