LP Profile

Bates Financial Advisors

Also known as bates financial

Wealth ManagerRockford, United StatesFounded 1984
Rockford
Headquarters
Investment Focus

About Bates Financial Advisors

Bates Financial Advisors, Inc. is one of the oldest and most experienced financial planning firms in the area.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bates Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$439.2M
Total Clients
1,273
Filing Date
April 1, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bates Financial Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bates Financial Advisors?

Bates Financial Advisors is a wealth manager based in Rockford, United States.

Where is Bates Financial Advisors headquartered?

Bates Financial Advisors is headquartered in Rockford, United States.

When was Bates Financial Advisors founded?

Bates Financial Advisors was founded in 1984.

How can I contact Bates Financial Advisors?

Verified contact details, key decision-makers, and investment preferences for Bates Financial Advisors are available on LPbacked. Create a free account to access them.