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SERVANT FINANCIAL, LTD.
CRD 135183 · SEC 801-130929
IL, United States
Phone
630-264-0127
Fax
630-264-0127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.6M
Discretionary AUM
$40.7M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; FARM MANAGEMENT AND ACCOUNTING
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $4.8M |
| High net worth individuals | 18 | $68.5M |
| Pooled investment vehicles | 2 | $64.8M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD