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| MPS-Loria Financial Planners LLC
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| CRD # | 122866 |
| SEC # | 801-66518 |
| CIK # | 0001716180 |
| AUM | 826.6 M (2026-02-24) |
| Employees | 7 (71% 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 | 71.0 | ||
| AbbVie Inc | 3.5 | ||
| Progressive Corp/Oh/ | 2.8 | ||
| Microsoft Corp | 2.8 | ||
| Nvidia Corp | 2.7 | ||
| Chevron Corp | 2.6 | ||
| McKesson Corp | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| UnitedHealth Group Inc | 2.1 | ||
| Amazon Com Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 489 | 153.1 |
| (b) Individuals (high net worth individuals) | 190 | 673.4 |
| (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 | 1,670 | 826.6 |
| By Discretionary | ||
| Discretionary | 1,593 | 786.7 |
| Non-Discretionary | 77 | 39.9 |
| Total | 1,670 | 826.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 826.6 | |
| Total | 1,670 | 826.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001716180] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 13 |
| Serves | Institutional, Retail |
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|
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