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Building 2GENEX CONSULTING

Map pinKIRKWOOD, MO
Phone314-590-5900
NotebookSEC #801-112450
Total AUM
$635M
Employees
20
Clients
772

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 MANCHESTER RD.
SUITE 100
KIRKWOOD
MO 63122
United States
Operating Hours
7:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
314-590-5900

ReceiptFinancials

Total AUM
$635M
Accounts
1,880
Discretionary
$522.8M
Accounts
1,864
Non-Discretionary
$112.1M
Accounts
16

ContactClients

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Individual Clients
579
AUM
$121.1M
HNW Individual Clients
178
AUM
$399M
Pension/Profit Sharing Plan Clients
14
AUM
$60M
Government Entity Clients
1
AUM
$54.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILINKSLAMONCNENYOHOKORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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