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Building 2MCCARTNEY WEALTH MANAGEMENT LLC

Map pinSAINT LOUIS, MO
Phone314-246-0595
NotebookSEC #801-114326
Total AUM
$220.7M
Employees
2
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7733 FORSYTH BLVD
11TH FLOOR
SAINT LOUIS
MO 63105-1878
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
314-246-0595

ReceiptFinancials

Total AUM
$220.7M
Accounts
473
Discretionary
$220.7M
Accounts
473
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$28.5M
HNW Individual Clients
65
AUM
$192.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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