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Mps-Loria Financial Planners,llc

● SEC registered since 2006CRD 122866SEC# 801-66518Burr Ridge, IL
Export (members)
Reg. AUM
$751.4M
Employees
8
Accounts
1,658
Location
Burr Ridge, IL

Mps-Loria Financial Planners,llc assets under management

Mps-Loria Financial Planners,llc operates as an SEC-registered investment adviser based in Burr Ridge, IL. The firm has been registered since 2006. It reports $751.4 million in regulatory assets under management and employs 8 people.
www.mpsloria.comView on SEC.gov ↗

Mps-Loria Financial Planners,llc owners & executives

4 reported
NameTitleOwnershipSince
Edward William Mulcahy ControlMember10-25%1999
Michael Francis Pauritsch ControlMember10-25%1999
Philip Alan Salvador ControlMember10-25%1999
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Frequently asked questions

How much does Mps-Loria Financial Planners,llc manage?

Mps-Loria Financial Planners,llc reports $751.4 million in regulatory assets under management on its Form ADV.

How many employees does Mps-Loria Financial Planners,llc have?

Mps-Loria Financial Planners,llc reports 8 employees.

Where is Mps-Loria Financial Planners,llc located?

Mps-Loria Financial Planners,llc is based in Burr Ridge, IL and has been SEC-registered since 2006.

Does Mps-Loria Financial Planners,llc disclose fund performance?

Mps-Loria Financial Planners,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7500 South County Line Road, Burr Ridge, IL 60527-6955
Phone630-887-4404
Fax630-887-7895
Office hours8:30 a.m. To 4:30 p.m. (Cst)
SEC regionChicago Regional Office (CHRO)
CIK1716180
Discloses disciplinary historyNo

Assets under management

Discretionary$694M
Non-discretionary$57.4M
Total (RAUM)$751.4M