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Building 2DATATEX INVESTMENT SERVICES INC

Map pinCLAYTON, MO
Phone314-236-2400
NotebookSEC #801-31747
Total AUM
$39M
Employees
25
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7800 FORSYTH BLVD
FIFTH FLOOR
CLAYTON
MO 63105
United States
Operating Hours
8:30 A.M. TO 4:30 P.M. CTT
Monday - Friday
Phone
314-236-2400

ReceiptFinancials

Total AUM
$39M
Accounts
140
Discretionary
$39M
Accounts
140
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$14.8M
HNW Individual Clients
7
AUM
$14.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Corporation or Business Clients
7
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
ARAZILINKYMONHOHPASCTNTXWAWI

HandshakeAffiliates

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

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