REVERE FINANCIAL, LLC

REVERE FINANCIAL, LLC of NORTHFIELD, IL is an SEC-registered investment adviser (CRD 155286). Regulatory assets under management: $127.1M.

Registration

• CRD: 155286
• SEC file number: 801-127818
• Type: Registered investment adviser
• Location: ONE NORTHFIELD PLAZA, SUITE 300, NORTHFIELD, IL, 60093
• Phone: (847) 441-2600
• Latest filing: 2023-06-08
• Regulatory AUM: $127.1M
• Discretionary AUM: $114.5M
• Non-discretionary AUM: $12.6M
• Clients: 1
• Accounts: 250

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search