EA
CFP
EA
CFP

Eileen Foley Allgrove

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

Loading...

Location

500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Fiducient Advisors LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Fiduciary Investment Advisors, LLC
November 2017 - December 2020 · 3 yrs 1 mo
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.