Investment adviser · CRD 122866
MPS-LORIA FINANCIAL PLANNERS,LLC
Investment adviser filing (IA)
BURR RIDGE, IL, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $827M Form ADV · Item 5.F
- Client accounts
- 1,670 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 190 | $673,428,884 | 81.5% |
| Individuals | 489 | $153,141,602 | 18.5% |
Filing source
Form ADV 2054183 · Feb 24, 2026 · 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: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
7500 SOUTH COUNTY LINE ROADBURR RIDGE, IL, 60527-6955, United States
CRD 122866
Filing source
Form ADV 2054183 · Feb 24, 2026 · 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.