PROFUSION FINANCIAL
Total AUM
$175.7M
Employees
3Clients
78Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7711 BONHOMME AVE
STE 600
ST. LOUIS
MO 63105
United States
STE 600
ST. LOUIS
MO 63105
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(314) 441-6107
Financials
Total AUM
$175.7M
Accounts
390Discretionary
$173.4M
Accounts
385Non-Discretionary
$2.3M
Accounts
5
Clients
Individual Clients
28AUM
$11M
HNW Individual Clients
49AUM
$164.7M
Pooled Vehicle Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
IAMOTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.