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Building 2CORE PLANNING

Map pinOFALLON, MO
Phone636-734-7507
NotebookSEC #801-131950
Total AUM
$525M
Employees
65
Clients
867

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
706 N MAIN ST
OFALLON
MO 63366
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
636-734-7507

ReceiptFinancials

Total AUM
$525M
Accounts
1,005
Discretionary
$500.4M
Accounts
674
Non-Discretionary
$24.6M
Accounts
331

ContactClients

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Individual Clients
745
AUM
$245.1M
HNW Individual Clients
122
AUM
$279.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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

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