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

More Retirement Planning firms in Morton, Illinois:

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NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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