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BATES FINANCIAL ADVISORS, INC.
Tel: 815-332-4020
8437 Northern Ave Rockford, Illinois 61107
BATES FINANCIAL ADVISORS, INC.
BATES FINANCIAL ADVISORS, INC. is a Rockford, Illinois based financial advisory firm with nearly $430,401,703 in assets under management and provides investment advisory services for 1764 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
116515
SEC#:
801-72191
No. of Clients:
1764
Assets under Management
$430,401,703
No. of Advisors:
9
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