THE WORLEY BANKS GROUP, LLC
Total AUM
$184.3M
Employees
3Clients
750Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6 CITYPLACE DRIVE
SUITE 460
CREVE COEUR
MO 63141
United States
SUITE 460
CREVE COEUR
MO 63141
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
314-530-2700
Financials
Total AUM
$184.3M
Accounts
768Discretionary
$183.9M
Accounts
750Non-Discretionary
$422.9K
Accounts
18
Clients
Individual Clients
614AUM
$66.3M
HNW Individual Clients
135AUM
$112.2M
Pension/Profit Sharing Plan Clients
1AUM
$5.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLILMOTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.