Servant Financial, Ltd.
Servant Financial, Ltd. (CRD# 135183) is a financial advisory firm headquartered in Aurora, IL. They manage $116,464,291 in 89 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management116MILLION
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$1,308,588
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Servant Financial, Ltd.
1
John Heneghan (CRD# 4947335) is an Investment Advisor Representative working at Servant Financial, Ltd. in Aurora, IL and has over 19 years of experience in the finance industry.
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