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Building 2MASON ROAD WEALTH ADVISORS, L.L.C.

Map pinCHESTERFIELD, MO
Phone314-626-7400
NotebookSEC #801-113414
Total AUM
$115.5M
Employees
6
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
424 S WOODS MILL ROAD
SUITE 340
CHESTERFIELD
MO 63017
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
314-626-7400

ReceiptFinancials

Total AUM
$115.5M
Accounts
402
Discretionary
$107.2M
Accounts
393
Non-Discretionary
$8.4M
Accounts
9

ContactClients

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Individual Clients
75
AUM
$20M
HNW Individual Clients
23
AUM
$53.7M
Pension/Profit Sharing Plan Clients
42
AUM
$41.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILKSLAMO

HandshakeAffiliates

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

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