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Building 2FEFA FINANCIAL

Map pinSAINT LOUIS, MO
Phone(314) 530-0500
NotebookSEC #801-127960
Total AUM
$435.3M
Employees
32
Clients
1,686

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 VANCE ROAD
SAINT LOUIS
MO 63088
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(314) 530-0500

ReceiptFinancials

Total AUM
$435.3M
Accounts
3,837
Discretionary
$435.3M
Accounts
3,837
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,642
AUM
$368.2M
HNW Individual Clients
37
AUM
$65.6M
Pension/Profit Sharing Plan Clients
1
AUM
$316.5K
Charitable Organization Clients
3
AUM
$235.5K
Corporation or Business Clients
3
AUM
$897.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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