1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL & TAX ARCHITECTS, LLC

Map pinST. LOUIS, MO
Phone314-858-1122
NotebookSEC #801-114688
Total AUM
$506.2M
Employees
71
Clients
1,574

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12412 POWERSCOURT DRIVE
SUITE 25
ST. LOUIS
MO 63131
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
314-858-1122
Other Offices
21

ReceiptFinancials

Total AUM
$506.2M
Accounts
3,736
Discretionary
$506.2M
Accounts
3,736
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,416
AUM
$212.6M
HNW Individual Clients
149
AUM
$162.4M
Investment Advisor Clients
9
AUM
$131.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNENVNYOKPASCTNTXVAVTWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account