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Building 2SIGNIFY WEALTH LLC

Map pinST. LOUIS, MO
Phone314-222-0295
NotebookSEC #801-116909
Total AUM
$364.5M
Employees
17
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7750 CLAYTON ROAD
SUITE 100
ST. LOUIS
MO 63117
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
314-222-0295

ReceiptFinancials

Total AUM
$364.5M
Accounts
312
Discretionary
$364.5M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$15.2M
HNW Individual Clients
32
AUM
$289.5M
Pooled Vehicle Clients
1
AUM
$2.7M
Other Clients
19
AUM
$57M
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BILL PAYMENT COORDINATION
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMOSCTNTX

HandshakeAffiliates

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

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