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Filter by name, location, or specialty. All data from public SEC filings.

Showing Institutional advisors in IL, ROCKFORD

3 advisers found

Rockford, IL

AUM

$49.57B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

238 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

815-227-0300

Rockford, IL

AUM

$19.14B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

97 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

888-312-2467

Rockford, IL

AUM

$123.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

Fees

Percentage of AUM

(779) 210-2930