Bates Financial Advisors, INC.

Assets Under Management

$395.6M

Number of Clients

427

Number of Advisors

2

Average Client AUM

$927K

AUM per Advisor

$197.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

George E. Bates is the President of Bates Financial Advisors, Inc., offering financial advice and investment services. He is also affiliated with Bates Securities, Inc., where he may recommend and receive commissions from the sale of securities and insurance products.

Areas of Practice
Investment ManagementInsurance Planning
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Location

8437 Northern Ave, Rockford, IL, 61107

2 Advisors at this firm

Bates Financial Advisors, Inc. | TrueAdvisor