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Building 2IOR

Map pinCLAYTON, MO
Phone833-467-7658 EXT. 1
NotebookSEC #801-129634
Total AUM
$126.5M
Employees
11
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8301 MARYLAND AVE
SUITE 300
CLAYTON
MO 63105
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
833-467-7658 EXT. 1

ReceiptFinancials

Total AUM
$126.5M
Accounts
4
Discretionary
$126.5M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Charitable Organization Clients
1
AUM
$126.5M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
VENDOR FOR OUTSOURCED INVESTMENT OFFICER FUNCTIONS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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