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Building 2STEP CHANGE ADVISORS, LLC

Map pinSAINT LOUIS, MO
Phone314-517-6845
NotebookSEC #801-123287
Total AUM
$110.7M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 UPPER LADUE ROAD
SAINT LOUIS
MO 63124
United States
Operating Hours
8:30-4:00
Monday - Friday
Phone
314-517-6845

ReceiptFinancials

Total AUM
$110.7M
Accounts
52
Discretionary
$57.4M
Accounts
43
Non-Discretionary
$53.3M
Accounts
9

ContactClients

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Individual Clients
3
AUM
$1.1M
HNW Individual Clients
13
AUM
$109.6M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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