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Building 2GREENCOURSE FINANCIAL ADVISORS, LLC

Map pinCHESTERFIELD, MO
Phone636-730-1220
NotebookSEC #801-112095
Total AUM
$189.3M
Employees
6
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
390 S. WOODS MILL RD
SUITE 250
CHESTERFIELD
MO 63017
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
636-730-1220

ReceiptFinancials

Total AUM
$189.3M
Accounts
729
Discretionary
$183.2M
Accounts
713
Non-Discretionary
$6.2M
Accounts
16

ContactClients

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Individual Clients
127
AUM
$48.3M
HNW Individual Clients
68
AUM
$140.5M
Pension/Profit Sharing Plan Clients
1
AUM
$545.5K
Charitable Organization Clients
2
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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