MPS-LORIA FINANCIAL PLANNERS,LLC

7500 South County Line Road
Burr Ridge, Illinois 60527-6955
Tel: 630-887-4404

About MPS-LORIA FINANCIAL PLANNERS,LLC

MPS-LORIA FINANCIAL PLANNERS,LLC, formally registered with the SEC as MPS-LORIA FINANCIAL PLANNERS,LLC. The firm was established in 04/05/2006. They have over 1 offices throughout the country.

MPS-LORIA FINANCIAL PLANNERS,LLC is a Burr Ridge, Illinois based Financial Planning firm with nearly $751,385,359 assets under management, offering retirement planning & investment advisory services to 1658 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122866
SEC#	801-66518
Assets Managed by Firm	$751,385,359
No. of Clients	1658
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1658	$751,385,359
Individuals (other than high net worth individuals)	498	$154,431,517
High net worth individuals	175	$596,953,842

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