Michael Furla
Advisor at ORBA Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ORBA Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ORBA Wealth Advisors, LLC
Location
Chicago, IL 60611-5313
Credentials
CFP®, CFA®, Series 63
Industry experience
7 years
Michael Furla is a CFP® and CFA® with seven years of industry experience. He is currently with Citrin Cooperman Wealth Management, LLC and has previously worked at firms including The Mather Group LLC, Morningstar, and S&P Global Ratings. Outside of his advisory role, he serves as a technology consultant for DPC Data Inc., focusing on municipal bond information and disclosures. Citrin Cooperman Wealth Management serves high-net-worth individuals, trusts, family entities, pension and profit-sharing plans, and charitable organizations. The firm offers investment management, financial planning, and consolidated reporting, emphasizing diversified strategies and a significant portion of non-discretionary asset management.
Based on ORBA Wealth Advisors, LLC
Based on ORBA Wealth Advisors, LLC
$0 - $1,000,000: 1.50% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.85% $10,000,000+: Negotiable
Certain management persons are registered representatives of broker-dealer and receive commissions on securities sales, but commissions are not primary compensation.
Account minimum: $1,000,000 Minimum fee: Additional fixed fees for financial planning projects generally range between $500 and $25,000 Fee-only: Financial planning services included free with investment advisory services; additional fixed fees for complex planning projects ranging from $500 to $25,000
455 N. Cityfront Plaza Drive, Suite 1610
Chicago, IL 60611-5313
Illinois · Texas
Citrin Cooperman Wealth Management LLC
2025 - Present (1 year)
LPL Financial, llc
2025 - 2025 (1 year)
ORBA Wealth Advisors, LLC
2025 - 2025 (1 year)
Bond Data LLC
2024 - 2025 (1 year)
The Mather Group LLC
2017 - 2024 (7 years)
Morningstar
2016 - 2017 (1 year)
S&P Global Ratings
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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