SEC Form ADV

BATES FINANCIAL ADVISORS, INC.

Registered Investment AdviserIL
$439.2M
Assets Under Management
5
Employees
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Registration Details

Accession
crd-116515
Location
ROCKFORD, IL
Filing Date
June 25, 2026
AUM
$439.2M
Institutional Clients
2
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

BATES FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in ROCKFORD, IL, managing approximately $439.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.