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Building 2MRM GROUP

Map pinST LOUIS, MO
Phone314-628-1100
NotebookSEC #801-32996
Total AUM
$84M
Employees
3
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12444 POWERSCOURT DR.
SUITE 350
ST LOUIS
MO 63131
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
314-628-1100

ReceiptFinancials

Total AUM
$84M
Accounts
324
Discretionary
$84M
Accounts
324
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$53.2M
HNW Individual Clients
14
AUM
$9M
Pension/Profit Sharing Plan Clients
1
AUM
$834.1K
Charitable Organization Clients
1
AUM
$2.5M
Investment Advisor Clients
1
AUM
$100.9K
Other Clients
1
AUM
$18.3M
Description of Other Clients
ADHESION/ENVESTNET

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
AZCACOFLIAILKSMONEPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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