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Building 225 FINANCIAL

Map pinSAINT LOUIS, MO
Phone314-530-2858
NotebookSEC #801-123213
Total AUM
$545M
Employees
19
Clients
506

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 WEST ADAMS AVENUE
SAINT LOUIS
MO 63122
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
314-530-2858
Other Offices
2

ReceiptFinancials

Total AUM
$545M
Accounts
3,075
Discretionary
$492M
Accounts
2,400
Non-Discretionary
$53M
Accounts
675

ContactClients

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Individual Clients
255
AUM
$66M
HNW Individual Clients
250
AUM
$478.5M
Charitable Organization Clients
1
AUM
$500K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DUE DILIGENCE

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
AKAZCACOFLGAIAILKSLAMONCNENHNMNYOHORPATNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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