Overview
Assets Under Management: $137 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 7
Average Client Assets: $20 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 51
Discretionary Accounts: 51
Regulatory Filings
CRD Number: 145795
Last Filing Date: 2025-02-18 00:00:00