FP FINANCIAL SERVICES, INC.

FP FINANCIAL SERVICES, INC. of PALATINE, IL is an SEC-registered investment adviser (CRD 123383). Regulatory assets under management: $251.1M.

Registration

• CRD: 123383
• SEC file number: 801-77713
• Type: Registered investment adviser
• Location: 35 WEST SLADE STREET, PALATINE, IL, 60067
• Phone: 847-330-9911
• Latest filing: 2020-01-06
• Regulatory AUM: $251.1M
• Discretionary AUM: $251.1M
• Clients: 10
• Accounts: 822

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 123383 on SEC IAPD (source of record)
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