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Building 2PRECISION WEALTH STRATEGIES, LLC

Map pinST. LOUIS, MO
Phone314-994-6460
NotebookSEC #801-114482
Total AUM
$711M
Employees
15
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4622 MACKLIND AVE
ST. LOUIS
MO 63109
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
314-994-6460
Other Offices
4

ReceiptFinancials

Total AUM
$711M
Accounts
1,697
Discretionary
$684.4M
Accounts
1,644
Non-Discretionary
$26.6M
Accounts
53

ContactClients

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Individual Clients
154
AUM
$22.8M
HNW Individual Clients
282
AUM
$554.8M
Pension/Profit Sharing Plan Clients
15
AUM
$26.7M
Charitable Organization Clients
1
AUM
$1.3M
Government Entity Clients
1
AUM
$318.2K
Corporation or Business Clients
19
AUM
$105.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMONESCTXVA

HandshakeAffiliates

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

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