⚲
|
Bankers Life Advisory Services Inc
✚
|
|
---|---|
CRD # | 281285 |
SEC # | 801-106953 |
CIK # | |
AUM | $1.1 BB (2023-03-31) |
Employees | 363 (100% Investors, 91% Brokers) |
Phone | 844-553-9083 |
Address | 111 E Wacker Drive Chicago, IL 60601 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10,265 | 1,103.7 |
(b) Individuals (high net worth individuals) | 1 | 7.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 26 | 14.2 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 10,292 | 1,125.1 |
By Discretionary | ||
Discretionary | 10,266 | 1,110.9 |
Non-Discretionary | 26 | 14.2 |
Total | 10,292 | 1,125.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,125.1 | |
Total | 10,292 | 1,125.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Fiduciary Advisors Inc
✚
|
MO | 1.1 |
ISC Advisors Inc
✚
|
TX | 1.1 |
Madison Financial Advisors Ltd
✚
|
OH | 1.1 |
Thurston Springer Advisors LLC
✚
|
IN | 1.1 |
Atlas Private Wealth Management LLC
✚
|
NY | 1.1 |
RMR Wealth Builders Inc
✚
|
NJ | 1.1 |
WNY Asset Management LLC
✚
|
NY | 1.1 |
Clarity Financial LLC
✚
|
TX | 1.1 |
IAG Wealth Partners LLC
✚
|
WI | 1.1 |
Cahill Financial Advisors Inc
✚
|
MN | 1.1 |