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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bankers Life Advisory Services Inc
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|---|---|
| CRD # | 281285 |
| SEC # | 801-106953 |
| CIK # | |
| AUM | $1.9 B (2025-02-28) |
| Employees | 384 (100% Investors, 94% Brokers) |
| Phone | 844-553-9083 |
| Address | 303 E Wacker Drive Chicago, IL 60601 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,786 | 1,883.9 |
| (b) Individuals (high net worth individuals) | 4 | 39.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 20.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,938 | 1,943.8 |
| By Discretionary | ||
| Discretionary | 14,906 | 1,923.0 |
| Non-Discretionary | 32 | 20.8 |
| Total | 14,938 | 1,943.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,943.8 | |
| Total | 14,938 | 1,943.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
American Century Investments Private Client Group Inc
✚
|
MO | 2.0 |
|
Natural Investments Pbllc
✚
|
2.0 | |
|
TPG Financial Advisors LLC
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|
OR | 2.0 |
|
Sather Financial Group Inc
✚
|
TX | 1.9 |
|
Magnus Financial Group LLC
✚
|
NY | 1.9 |
|
Willow Creek Wealth Management Inc
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|
CA | 1.9 |
|
Sound View Wealth Advisors Group LLC
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|
GA | 1.9 |
|
Northwest Financial Advisors LLC
✚
|
VA | 1.9 |
|
Fiduciary Alliance LLC
✚
|
SC | 1.9 |
|
Stack Financial Management Inc
✚
|
MT | 1.9 |