Militello Franzen Financial Advisors, Inc. is a large advisory firm based in Edwardsville. It manages $36.22 million of regulatory assets for 238 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois, Missouri, and North Carolina.
Militello Franzen Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Militello Franzen Financial Advisors, Inc. is $36.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Militello Franzen Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rick Joseph Militello has been acting as President since 1 Jun 2002. Jack Irving Wier joined the executive team most recently as the Elected Manager, Chief Compliance Officer.
The principal office where Militello Franzen Financial Advisors, Inc. performs its advisory services is located at 1012 Plummer Drive, Edwardsville, IL 62025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 618-659-1284 or by fax 618-659-1284. The normal business hours are 8:30 a.m. to 4:30 p.m. on Monday - Friday.