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SIGNIFY WEALTH LLC
ST. LOUIS, MO
314-222-0295
SEC #801-117152Total AUM
$107.4M
Employees
1Clients
93Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
425 NORTH NEW BALLAS RD
SUITE 207
ST. LOUIS
MO 63141
United States
SUITE 207
ST. LOUIS
MO 63141
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
314-222-0295
Other Offices
1
Financials
Total AUM
$107.4M
Accounts
229Discretionary
$96.8M
Accounts
225Non-Discretionary
$10.7M
Accounts
4
Clients
Individual Clients
70AUM
$15.8M
HNW Individual Clients
20AUM
$80.9M
Pension/Profit Sharing Plan Clients
3AUM
$10.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BILL PAYMENT COORDINATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.