|
Bates Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 116515 |
| SEC # | 801-72191 |
| CIK # | |
| AUM | $437.8 MM (99% Disc, 100% US) |
| Employees | 9 (44% Investors, 44% Brokers) |
| Phone | 815-332-4020 |
| Address | 8437 Northern Ave Rockford, IL 61107 |
| Source |
IAPD
Website
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BFSG LLC
✚
|
CA | 0.4 |
|
BEAM Asset Management LLC
✚
|
LA | 0.4 |
|
Change Path LLC
✚
|
KS | 0.4 |
|
Tempest Investment Counselors Inc
✚
|
CO | 0.4 |
|
Strategic Wealth Management Inc
✚
|
WA | 0.4 |
|
ISI Financial Group Inc
✚
|
PA | 0.4 |
|
Westside Investment Management Inc
✚
|
CA | 0.4 |
|
Wealthtrust Arizona LLC
✚
|
AZ | 0.4 |
|
Sovereign Bank
✚
|
PA | 0.4 |
|
MSJC LP
✚
|
TX | 0.4 |