210 FINANCIAL

210 FINANCIAL of MORTON, IL is an SEC-registered investment adviser (CRD 328570). Regulatory assets under management: $242.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (10)

NameRoleLocation
Tanya Michelle OlveraCHIEF COMPLIANCE OFFICER
Philip James CooperFOUNDER & ADVISOR
Kendall Stephan StahlDIRECTOR OF SALES & ADVISOR
Carrie Sue StahlCHIEF EXECUTIVE OFFICER
Kelly K CooperOPERATIONS DIRECTOR
COOPER KENDALL JAMESFOUNDER & ADVISOR
OLVERA TANYA MICHELLECHIEF COMPLIANCE OFFICER
COOPER DANIEL KOPERATIONS DIRECTOR
STAHL KENDALL STEPHANDIRECTOR OF SALES & ADVISOR
STAHL CARRIE SUECHIEF EXECUTIVE OFFICER

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