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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mps-Loria Financial Planners LLC
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| CRD # | 122866 |
| SEC # | 801-66518 |
| CIK # | 0001716180 |
| AUM | $751.4 M (2025-06-18) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 630-887-4404 |
| Address | 7500 South County Line Road Burr Ridge, IL 60527-6955 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 58.4 | ||
| Progressive Corp/Oh/ | 4.3 | ||
| Microsoft Corp | 3.7 | ||
| AbbVie Inc | 3.0 | ||
| UnitedHealth Group Inc | 2.3 | ||
| Abbott Laboratories | 2.3 | ||
| McKesson Corp | 2.1 | ||
| Nvidia Corp | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| Sherwin Williams Co | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 498 | 154.4 |
| (b) Individuals (high net worth individuals) | 175 | 597.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,658 | 751.4 |
| By Discretionary | ||
| Discretionary | 1,581 | 694.0 |
| Non-Discretionary | 77 | 57.4 |
| Total | 1,658 | 751.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.4 | |
| Total | 1,658 | 751.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001716180] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bruton Chisnell Advisors LLC
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|
PA | 0.8 |
|
Mirador Capital Partners LP
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|
CA | 0.8 |
|
Torreyana Capital LLC
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CA | 0.8 |
|
Liberty Capital Management Inc
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MI | 0.8 |
|
Rothschild Wealth LLC
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|
IL | 0.8 |
|
de Groote Financial Group LLC
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|
CA | 0.8 |
|
Lebenthal Diversified Asset Management Inc
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|
NY | 0.8 |
|
Moody Aldrich Partners LLC
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|
MA | 0.7 |
|
Riverpoint Wealth Management Holdings LLC
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|
IL | 0.7 |
|
Petra Capital Management Inc
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|
0.7 |