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210 FINANCIAL
110 B. Yordy Road
Morton, Illinois 61550
Tel: 309-263-1333
About 210 FINANCIAL
210 FINANCIAL, formally registered with the SEC as 210 FINANCIAL. The firm was established in 11/24/2023. They have over 3 offices throughout the country.
210 FINANCIAL is a Morton, Illinois based Financial Planning firm with nearly $116,830,850 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328570 |
| SEC# | 801-129099 |
| Assets Managed by Firm | $116,830,850 |
| No. of Clients | 547 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $116,830,850 |
| Individuals (other than high net worth individuals) | 513 | $115,473,595 |
| Pension and profit sharing plans | 15 | $1,073,143 |
| Charitable organizations | 2 | $284,112 |
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