Mps-Loria Financial Planners,llc
● SEC registered since 2006CRD 122866SEC# 801-66518Burr Ridge, IL
Reg. AUM
$826.6M
Employees
7
Accounts
1,670
Location
Burr Ridge, IL
Mps-Loria Financial Planners,llc assets under management
Mps-Loria Financial Planners,llc operates as an SEC-registered investment adviser based in Burr Ridge, IL. The firm has been registered since 2006. It reports $826.6 million in regulatory assets under management and employs 7 people.
Mps-Loria Financial Planners,llc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward William Mulcahy Control | Member | 10-25% | 1999 |
| Michael Francis Pauritsch Control | Member | 10-25% | 1999 |
| Philip Alan Salvador Control | Member | 10-25% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Mps-Loria Financial Planners,llc manage?
Mps-Loria Financial Planners,llc reports $826.6 million in regulatory assets under management on its Form ADV.
How many employees does Mps-Loria Financial Planners,llc have?
Mps-Loria Financial Planners,llc reports 7 employees.
Where is Mps-Loria Financial Planners,llc located?
Mps-Loria Financial Planners,llc is based in Burr Ridge, IL and has been SEC-registered since 2006.
Does Mps-Loria Financial Planners,llc disclose fund performance?
Mps-Loria Financial Planners,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7500 South County Line Road, Burr Ridge, IL 60527-6955 |
| Phone | 630-887-4404 |
| Fax | 630-887-7895 |
| Office hours | 8:30 a.m. To 4:30 p.m. (Cst) |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1716180 |
| Discloses disciplinary history | No |
Regulatory AUM
$826.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$826.6Mregulatory AUM
Discretionary $786.7MNon-discretionary $39.9M