Bates Financial Advisors is a wealth manager based in Rockford, United States, founded in 1984. Verified contact details, AUM data, and investment preferences on FindLPs.
Bates Financial Advisors, Inc. is one of the oldest and most experienced financial planning firms in the area.
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Bates Financial Advisors. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.