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STRATEGIC PORTFOLIO MANAGERS
REVERE FINANCIAL, LLC
CRD 155286 · SEC 801-127818
ONE NORTHFIELD PLAZA, SUITE 300, NORTHFIELD, IL, 60093, United States
Phone
(847) 441-2600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.1M
Discretionary AUM
$114.5M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2023-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $8.7M |
| High net worth individuals | 43 | $110.2M |
| Corporations/business entities | 1 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD