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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-1999
- Office Locations
- 1
Office Locations
About MPS-Loria Financial PLANNERS,LLC
MPS Loria Financial Planners is an independent, fiduciary wealth management firm providing integrated financial/wealth planning, portfolio construction, and ongoing investment management. The team includes AIF designees, CPAs and a CEBS, supporting business owners and entrepreneurs with holistic, goal-based advice. Portfolios commonly use ETFs, mutual funds and fixed income; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD THOMAS LORIA
Financial Advisor, General Partner
- CRD
- #2178578
- Ownership
- 25% but less than 50%
EDWARD WILLIAM MULCAHY
Advisor
- CRD
- #4067588
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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KENNETH GEORGE DAEMICKE
Financial Advisor
- CRD
- #1566636
CHRISTOS GEORGE KYROS
Financial Advisor, General Partner
- CRD
- #2928444
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $786,712,184 | $493,856 |
| Non-Discretionary | $39,858,302 | $517,640 |
| Total | $826,570,486 | $494,952 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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