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Building 2THE WORLEY BANKS GROUP, LLC

Map pinCREVE COEUR, MO
Phone314-530-2700
NotebookSEC #801-118683
Total AUM
$184.3M
Employees
3
Clients
750

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 CITYPLACE DRIVE
SUITE 460
CREVE COEUR
MO 63141
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
314-530-2700

ReceiptFinancials

Total AUM
$184.3M
Accounts
768
Discretionary
$183.9M
Accounts
750
Non-Discretionary
$422.9K
Accounts
18

ContactClients

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Individual Clients
614
AUM
$66.3M
HNW Individual Clients
135
AUM
$112.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMOTX

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

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