Overview
Assets Under Management: $127 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
REVERE FINANCIAL, LLC 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 #155286), REVERE FINANCIAL, LLC is subject to fiduciary duty under federal law.
REVERE FINANCIAL, LLC is headquartered in NORTHFIELD, IL.
REVERE FINANCIAL, LLC serves 43 high-net-worth clients according to their SEC filing dated June 08, 2023. View client details ↓
According to their SEC Form ADV, REVERE FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
REVERE FINANCIAL, LLC manages $127 million in client assets according to their SEC filing dated June 08, 2023.
According to their SEC Form ADV, REVERE FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 250
Discretionary Accounts: 248
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 155286
Last Filing Date: 2023-06-08 00:00:00
Website: https://stratports.com