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STIFEL INDEPENDENT ADVISORS, LLC
ST LOUIS, MO
314-342-4051
SEC #801-43561Total AUM
$5B
Employees
198Clients
7,902Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
501 N BROADWAY
ST LOUIS
MO 63102
United States
ST LOUIS
MO 63102
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Monday - Friday
Phone
314-342-4051
Other Offices
77
Financials
Total AUM
$5B
Accounts
12,216Discretionary
$3.3B
Accounts
8,542Non-Discretionary
$1.7B
Accounts
3,674
Clients
Individual Clients
5,638AUM
$1.4B
HNW Individual Clients
2,124AUM
$3.5B
Pension/Profit Sharing Plan Clients
61AUM
$68.5M
Charitable Organization Clients
37AUM
$67.9M
Corporation or Business Clients
42AUM
$42.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.