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Bankers Life Advisory Services, Inc.

● SEC registered since 2015CRD 281285SEC# 801-106953Chicago, IL
Export (members)
Reg. AUM
$1.94B
Employees
384
Accounts
14,938
Location
Chicago, IL

Bankers Life Advisory Services, Inc. assets under management

Bankers Life Advisory Services, Inc. is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2015. It reports $1.9 billion in regulatory assets under management and employs 384 people.

Bankers Life Advisory Services, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Alberta Stephens Roberts ControlChief Compliance Officer/SecretaryUnder 5%2014
Cdoc, Inc. ControlParent CompanyOver 75%2014
Cheryl Lynn Heilman ControlPresidentUnder 5%2019
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Frequently asked questions

How much does Bankers Life Advisory Services, Inc. manage?

Bankers Life Advisory Services, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Bankers Life Advisory Services, Inc. have?

Bankers Life Advisory Services, Inc. reports 384 employees.

Where is Bankers Life Advisory Services, Inc. located?

Bankers Life Advisory Services, Inc. is based in Chicago, IL and has been SEC-registered since 2015.

Does Bankers Life Advisory Services, Inc. disclose fund performance?

Bankers Life Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address303 E. Wacker Drive, 5th Fl, Chicago, IL 60601
Phone844-553-9083
Fax(312) 396-7030
Office hours8:00 a.m. - 5:00 p.m. - (Cst)
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.92B
Non-discretionary$20.8M
Total (RAUM)$1.94B