Investment adviser · CRD 117678
ABG RETIREMENT PLAN INVESTMENT SERVICES
Investment adviser filing (IA)
ALLIANCE BENEFIT GROUP OF ILLINOIS, INC.
PEORIA, IL, United States · Form ADV filed Apr 20, 2020
- Regulatory AUM
- $995M Form ADV · Item 5.F
- Client accounts
- 255 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 255 | $994,666,042 | 100.0% |
Filing source
Form ADV 1402451 · Apr 20, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2020. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
456 FULTON STREET, SUITE 345PEORIA, IL, 61602-1202, United States
CRD 117678
Filing source
Form ADV 1402451 · Apr 20, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.