Gregory Ilukowicz
Gregory Ilukowicz is a registered investment advisor at Allstate Financial Advisors, LLC, based in Chico, CA, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
389 Connors Ct Ste G, Chico, CA, 95926-1177
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gregory owns Ilukowicz Farms with his wife, receiving a percentage of the crop without actively farming. He also volunteers as a fireman for Butte County Fire, dedicating a few hours per week to responding to emergencies.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Quasar Distributors, LLCBroker
Yorktown Management and Research CO INC
Unified Financial Securities, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
Ing Investment Management CO.
Ing Funds Distributor, LLCBroker
Guardian Investor Services LLCBroker
Enterprise Fund Distributors, INC.Broker
Kelmoore Investment Company, INC.Broker
Nvest Funds Distributor, L.P.Broker
Liberty Funds Distributor, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.