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Bates Financial Advisors
Bates Financial Advisors was established in 1984 as a US wealth manager and registered investment advisor. It offers financial planning, investment management,...
Overview
Bates Financial Advisors was established in 1984 as a US wealth manager and registered investment advisor. It offers financial planning, investment management, and portfolio oversight. The firm serves individuals, high-net-worth individuals, corporations, and charitable organizations. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. No professionals count, additional offices, or recent operational events from the last 24 months are documented. Adjacent vehicles such as foundations or club memberships are not disclosed. The firm follows a conventional RIA mandate with no identified structural differentiators in sourcing, co-investment, or governance beyond standard advisory services.
General information
Firm type
Wealth Manager
Year founded
1984
Location
Region
North America
Country
United States
City
Rockford
Corporate office
Rockford, United States
Frequently asked questions
Who runs investment decisions at Bates Financial Advisors?
No named principals or CIO appear in public records.
Does Bates Financial Advisors participate in fund commitments or only direct deals?
Available information does not specify fund commitments versus direct investments.
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