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MPS-LORIA FINANCIAL PLANNERS,LLC
CRD 122866 · SEC 801-66518
7500 SOUTH COUNTY LINE ROAD, BURR RIDGE, IL, 60527-6955, United States
Phone
630-887-4404
Fax
630-887-7895
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$826.6M
Discretionary AUM
$786.7M
Team
7 total employees; 5 advisory reps; 13 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 489 | $153.1M |
| High net worth individuals | 190 | $673.4M |
States served
AZ, CO, IL, IN, MI, OH, TN, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD