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, owner-operated RIA that has been registered with the SEC since 2006. The firm focuses on individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM approach with hourly billing. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.
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 8Philip Salvador
MemberCRD 4060298
Edward Mulcahy
MemberCRD 4067588
Michael Pauritsch
Senior PartnerCRD 1505598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$385M in ETFs
100%
$384M
0%
$770K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $146M | 351,528 | 37.98% |
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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