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Building 2MOMENT PRIVATE WEALTH

Map pinSAINT LOUIS, MO
Phone(636) 591-1050
NotebookSEC #801-129592
Total AUM
$357.2M
Employees
7
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 CITYPLACE DRIVE
2ND FLOOR
SAINT LOUIS
MO 63141
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
(636) 591-1050
Other Offices
2

ReceiptFinancials

Total AUM
$357.2M
Accounts
719
Discretionary
$357.2M
Accounts
719
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$12.1M
HNW Individual Clients
65
AUM
$345.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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