PLAN SPONSOR ADVISORS, LLC
Legal name: PLAN SPONSOR ADVISORS LLC
CRD #123602 SEC #801-63670 CHICAGO, IL 312-214-1500
SEC Registered
Total AUM
$19.7B
Discretionary
$163.9M
Employees
9
Clients
--
Accounts
32
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STONE, DONALD, CARY | I | MANAGING MEMBER | E | Control |
| STONE, DONALD, CARY | I | MANAGING MEMBER | E | Control |
| STONE, DONALD, CARY | I | MANAGING MEMBER | E | Control |
| STONE, DONALD, CARY | I | MANAGING MEMBER | E | Control |
| FLODIN, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | COO & CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | COO & CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | COO & CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | COO & CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | COO & CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FLODIN, JENNIFER, ANN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| STONE, DONALD, CARY | I | PRESIDENT & CO-FOUNDER | D | Control |
| STONE, DONALD, CARY | I | PRESIDENT & CO-FOUNDER | D | Control |
| STONE, DONALD, CARY | I | PRESIDENT & CO-FOUNDER | D | Control |
| STONE, DONALD, CARY | I | PRESIDENT & CO-FOUNDER | D | Control |
| STONE, DONALD, CARY | I | PRESIDENT & CO-FOUNDER | D | Control |
| STONE, DONALD, CARY | I | CIO | D | Control |
| STONE, DONALD, CARY | I | CIO | D | Control |
| STONE, DONALD, CARY | I | CIO | D | Control |
| STONE, DONALD, CARY | I | CIO | D | Control |
Registrations
Federal
IA
Mar 17, 2014 REGISTERED
Notice Filings (2)
IL TX
Address
125 S WACKER DR.SUITE 1220
CHICAGO, IL 60606-4430
United States
Phone: 312-214-1500