Michael
Furla

The Mather Group, LLC

CRD#6855048
Investment Advisor
in Chicago, IL

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About this Advisor

Michael Furla is a certified financial planner and chartered financial analyst working out of Chicago, Illinois with 6 years of relevant experience. Furla currently works for The Mather Group, LLC. Throughout their career, they have worked at The Mather Group, LLC, Morningstar and Standard & Poor'S Ratings. Furla can advise clients in Illinois. The Mather Group, LLC is a registered investment business operating out of Chicago, IL. The company has offices in 60 locations and a total of 167 people on staff. It has $9 billion in total assets between its 16,761 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 16,761 client accounts, 51% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The Mather Group, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. However, fees billed by The Mather Group, LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

353 N. Clark Street Suite 2775
Chicago, IL 60654

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$8,718,717,623

IL Average: $6,674,516,078
Total Number of Employees

167

IL Average: 44
Total Number of Accounts

16,761

IL Average: 2,564
Average Account Size

$520,179

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Furla Work History

Michael has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

The Mather Group, LLC

2020 - 2022 (2 years)

The Mather Group, LLC

2017 - 2020 (3 years)

The Mather Group, LLC

2016 - 2017 (1 year)

Morningstar

2011 - 2016 (5 years)

Standard & Poor'S Ratings

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Furla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Mather Group, LLC

Bradley Phillips
Austin, TX
Jonathan Gussick
Chicago, IL
Kelly Carpenter
Chicago, IL
Joshua Mason
Snohomish, WA
Lucas Veldhuis
Houston, TX
David Morris
Chicago, IL
Richard Megica
Chicago, IL
Samuel Hutchison
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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