MPS Loria Financial Planners is an investment advisor in Burr Ridge with $544.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364323828
SEC advisor number
801-66518
FINRA CRD number
122866
AUM ?
$544.11 mm
(as of 16 May 23)
Accounts
1,591
(as of 16 May 23)
Employees
8
(5 investment advisory or research)
Address
MPS Loria Financial Planners
7500 S. COUNTY LINE ROAD
BURR RIDGE
IL 60527
7500 S. COUNTY LINE ROAD
BURR RIDGE
IL 60527
Office hours
Monday - Friday, 8:30 AM TO 4:30 PM (CST)
Phone
630-887-4404
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Loria, Richard, Thomas | President & Managing Member & (2006) Chief Compliance Officer | 08/1999 | 25-50% |
Pauritsch, Michael, Francis | Member | 08/1999 | 10-25% |
Mulcahy, Edward, William | Member | 08/1999 | 10-25% |
Salvador, Philip, Alan | Member | 08/1999 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22