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Building 2PROFUSION FINANCIAL

Map pinST. LOUIS, MO
Phone(314) 441-6107
NotebookSEC #801-131756
Total AUM
$175.7M
Employees
3
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7711 BONHOMME AVE
STE 600
ST. LOUIS
MO 63105
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(314) 441-6107

ReceiptFinancials

Total AUM
$175.7M
Accounts
390
Discretionary
$173.4M
Accounts
385
Non-Discretionary
$2.3M
Accounts
5

ContactClients

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Individual Clients
28
AUM
$11M
HNW Individual Clients
49
AUM
$164.7M
Pooled Vehicle Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
IAMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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