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Mary Louise Kilberg

MASUS FINANCIAL GROUP, LTD.·BATAVIA, Illinois
Unclaimed Profile
515 N. RIVER STREET, BATAVIA, IL 60510-2390CRD# 5002434Firm CRD# 174339
01

About

Mary Louise Kilberg is a registered financial advisor based in BATAVIA, Illinois, affiliated with MASUS FINANCIAL GROUP, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD.
AUM
$166M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MASUS FINANCIAL GROUP, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5002434
Firm CRD# 174339
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Louise Kilberg offer?
Mary Louise Kilberg specializes in Financial Planning, Investment Management. Contact their office in BATAVIA, Illinois for a consultation.
What are Mary Louise Kilberg's credentials?
Mary Louise Kilberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Louise Kilberg located?
Mary Louise Kilberg is based in BATAVIA, Illinois, working with MASUS FINANCIAL GROUP, LTD.. Their office serves clients in the BATAVIA metropolitan area and surrounding communities.
How does Mary Louise Kilberg charge for services?
Mary Louise Kilberg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASUS FINANCIAL GROUP, LTD.?
MASUS FINANCIAL GROUP, LTD. has approximately 5 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BATAVIA
John Joseph Masus — MASUS FINANCIAL GROUP, LTD.Todd Johnathon Masus — MASUS FINANCIAL GROUP, LTD.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
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Research
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