210 Financial
210 Financial is an SEC-registered mass-market adviser in Morton, IL with $242.8M assets under management (AUM, regulatory AUM), +67% over one year. See who owns 210 Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328570, SEC 801-129099, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $242.8M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Morton, IL
- Employees
- 16
- Clients
- 1,001
- CRD
- 328570
- Ownership
- STAHL, KENDALL, STEPHAN; OLVERA, TANYA, MICHELLE; STAHL, CARRIE, SUE; COOPER, PHILIP, JAMES; COOPER, KELLY, K
How much AUM does 210 Financial have?
210 Financial reported $242.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns 210 Financial?
Disclosed owners and executives of 210 Financial include STAHL, KENDALL, STEPHAN, OLVERA, TANYA, MICHELLE, STAHL, CARRIE, SUE, COOPER, PHILIP, JAMES, COOPER, KELLY, K. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.