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 registered investment adviser organized as an LLC and operating since 2006. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its typical fee arrangements combine a percentage-of-assets-under-management and hourly charges. The adviser is owned by an individual owner, is not structured as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
$303M in ETFs
100%
$303M
0%
$607K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $142M | 347,484 | 46.89% |
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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