Avellino Financial Advisors, Inc.

Avellino Financial Advisors, Inc. (CRD# 164805) is a financial advisory firm headquartered in Chicago, IL. They manage $2,295,596 in 23 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $99,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MO, OK, UT, WA

Financial Advisors at Avellino Financial Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Rebecca S. Foster
CRD#: 2312576
105 West Adams Street, # 3700, Chicago, IL 60603
93
Wealthminder
score

Rebecca Foster (CRD# 2312576) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 24 years of experience in the finance industry.

2
James R. Lofgren
CRD#: 311695
105 West Adams Street, # 3700, Chicago, IL 60603
93
Wealthminder
score

James Lofgren (CRD# 311695) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 37 years of experience in the finance industry.

3
Michael F. Dunne
CRD#: 1676474
105 West Adams Street, # 3700, Chicago, IL 60603
90
Wealthminder
score

Michael Dunne (CRD# 1676474) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

4
Richard S. Rodgers
CRD#: 6555093
Murrieta, CA
87
Wealthminder
score

Richard Rodgers (CRD# 6555093) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Murrieta, CA and has over 2 years of experience in the finance industry.

5
David M. Apted
CRD#: 1255773
4240 Duncan Ave, Saint Louis, MO 63110
81
Wealthminder
score

David Apted (CRD# 1255773) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Saint Louis, MO and has over 32 years of experience in the finance industry.

6
Richard L. Burgess
CRD#: 5081642
105 West Adams Street, # 3700, Chicago, IL 60603
56
Wealthminder
score

Richard Burgess (CRD# 5081642) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

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