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Building 2WEDGEWOOD PARTNERS, INC.

Map pinST LOUIS, MO
Phone314-567-6407
NotebookSEC #801-31746
Total AUM
$560.7M
Employees
10
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9909 CLAYTON RD, SUITE 103
ST LOUIS
MO 63124-1120
United States
Operating Hours
8:00 AM - 3:00 PM
Monday - Friday
Phone
314-567-6407

ReceiptFinancials

Total AUM
$560.7M
Accounts
389
Discretionary
$560.7M
Accounts
389
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
186
AUM
$122.3M
HNW Individual Clients
145
AUM
$263.7M
Investment Company Clients
2
AUM
$28.2M
Pension/Profit Sharing Plan Clients
5
AUM
$2.7M
Charitable Organization Clients
16
AUM
$36.9M
Corporation or Business Clients
32
AUM
$82.5M
Other Clients
3
AUM
$24.5M
Description of Other Clients
TAFT HARTLEY & MODEL-BASED PROGRAMS

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLILKSLAMAMDMIMONCNENJNYOHOKPASCTXVAWA

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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