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Barton Liro

HERO INVESTMENT PLANNERS LLC·WEST DUNDEE, Illinois
Clean recordHERO INVESTMENT PLANNERS LLC
650 SPRING HILL RING ROAD, WEST DUNDEE, IL 60118CRD# 5042457Firm CRD# 311962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barton Liro · WEST DUNDEE, IL
Registration
CRD #5042457 · HERO INVESTMENT PLANNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Barton Liro is a registered financial advisor based in WEST DUNDEE, Illinois, affiliated with HERO INVESTMENT PLANNERS 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
Introduction

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03

Firm Overview

Firm
HERO INVESTMENT PLANNERS LLC
HERO INVESTMENT PLANNERS LLC
AUM
$2M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HERO INVESTMENT PLANNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5042457
Firm CRD# 311962
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barton Liro offer?
Barton Liro specializes in Financial Planning, Investment Management. Contact their office in WEST DUNDEE, Illinois for a consultation.
What are Barton Liro's credentials?
Barton Liro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barton Liro located?
Barton Liro is based in WEST DUNDEE, Illinois, working with HERO INVESTMENT PLANNERS LLC. Their office serves clients in the WEST DUNDEE metropolitan area and surrounding communities.
How does Barton Liro charge for services?
Barton Liro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERO INVESTMENT PLANNERS LLC?
HERO INVESTMENT PLANNERS LLC has approximately 5 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
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City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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