MPS-LORIA FINANCIAL PLANNERS,LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Illinois, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,557	$649.8M
Non-Discretionary	82	$42.5M
Total	1,639	$692.3M

Clients

Type	Number	RAUM
Individuals	496	$152.4M
HNW Individuals	169	$539.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	13
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-66518
SEC ERA File Number	801-66518
SEC CIK Numbers	1716180
SEC CRD Numbers	122866
Legal Entity Identifier	None

Principal Office

7500 SOUTH COUNTY LINE ROAD
BURR RIDGE
IL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic