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MPS Loria Financial Planners

Company Profile

Company profile

Website

www.mpsloria.com

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

Office hours

Monday - Friday, 8:30 AM TO 4:30 PM (CST)

Phone

630-887-4404

Brochures

MPS Loria Financial Planners, LLC Part 2A Brochure (20 Mar 23)

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)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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