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Eric James Schwartz

KLAAS FINANCIAL ASSET ADVISORS, LLC.·LOVES PARK, Illinois
Unclaimed Profile
4707 PERRY RIDGE LANE, LOVES PARK, IL 61111CRD# 6229045Firm CRD# 121399
01

About

Eric James Schwartz is a registered financial advisor based in LOVES PARK, Illinois, affiliated with KLAAS FINANCIAL ASSET ADVISORS, LLC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
KLAAS FINANCIAL ASSET ADVISORS, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.
AUM
$569M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at KLAAS FINANCIAL ASSET ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6229045
Firm CRD# 121399
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric James Schwartz offer?
Eric James Schwartz specializes in Financial Planning, Investment Management. Contact their office in LOVES PARK, Illinois for a consultation.
What are Eric James Schwartz's credentials?
Eric James Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric James Schwartz located?
Eric James Schwartz is based in LOVES PARK, Illinois, working with KLAAS FINANCIAL ASSET ADVISORS, LLC.. Their office serves clients in the LOVES PARK metropolitan area and surrounding communities.
How does Eric James Schwartz charge for services?
Eric James Schwartz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KLAAS FINANCIAL ASSET ADVISORS, LLC.?
KLAAS FINANCIAL ASSET ADVISORS, LLC. has approximately 13 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOVES PARK
Alex Jason Dibenedetto — DIBENEDETTO & ASSOCIATES LTDJeffrey Charles Dibenedetto — DIBENEDETTO & ASSOCIATES LTDSteven Laverne Schou — KLAAS FINANCIAL ASSET ADVISORS, LLC.Craig Martin Klaas — KLAAS FINANCIAL ASSET ADVISORS, LLC.Charles Joseph Dibenedetto — DIBENEDETTO & ASSOCIATES LTD
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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