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Building 2FAITH INVESTOR SERVICES

Map pin
Phone314-214-1404
NotebookSEC #801-121223
Total AUM
$279.7M
Employees
10
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
314-214-1404
Other Offices
3

ReceiptFinancials

Total AUM
$279.7M
Accounts
598
Discretionary
$276M
Accounts
589
Non-Discretionary
$3.7M
Accounts
9

ContactClients

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Individual Clients
223
AUM
$40.2M
HNW Individual Clients
27
AUM
$61.4M
Investment Company Clients
4
AUM
$178M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMNMONEPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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