SEC Form ADV

BATES FINANCIAL ADVISORS, INC.

Registered Investment AdviserIL
$439.2M
Assets Under Management
1,273
Total Clients
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Registration Details

Accession
CRD-116515
Location
ROCKFORD, IL
Filing Date
April 1, 2026
AUM
$439.2M
Total Clients
1,273
Amendment
No

About this Adviser

BATES FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in ROCKFORD, IL, managing approximately $439.2M in assets across 1,273 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.