MPS-LORIA FINANCIAL PLANNERS,LLC
Firm details
- Headquarters
- BURR RIDGE, Illinois
- CRD number
- 122866
- Registered since
- April 5, 2006
- Website
- www.mpsloria.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.47%
- Individuals18.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mps-Loria Financial Planners, LLC is an independent, SEC-registered advisory firm organized as an LLC and in operation since 2006. The firm serves individual and family clients, offering fee-based financial planning and portfolio management for individuals and small businesses, along with pension consulting work. Its fee schedule includes AUM-based charges and hourly billing. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents11%
- US Government Bonds3%
Contacts
3 of 7EDWARD MULCAHY
MemberCRD 4067588
ABIGAIL LORIA
Financial AdvisorCRD 7802411
PHILIP SALVADOR
MemberCRD 4060298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$260M in ETFs
100%
$259M
0%
$780K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $122M | 340,935 | 46.76% |
Location
BURR RIDGE, IL
DU PAGE
Location
BURR RIDGE, IL
Headquartered in BURR RIDGE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 7500 S County Line Rd
- Time zone
- CT (UTC-6)
- Office locations
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