MPS-LORIA FINANCIAL PLANNERS,LLC
SEC Form ADV profile.
Total regulatory AUM
$826,570,486
Discretionary
$786,712,184
Non-discretionary
$39,858,302
Firm details
- CRD number
- 122866
- SEC file number
- 801-66518
- Main office
- BURR RIDGE, IL, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.MPSLORIA.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.