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Building 2DROMS STRAUSS WEALTH MANAGEMENT

Map pinST. LOUIS, MO
Phone314-862-9100
NotebookSEC #801-55207
Total AUM
$806.3M
Employees
8
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 N LINDBERGH BOULEVARD
ST. LOUIS
MO 63141-7844
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
314-862-9100

ReceiptFinancials

Total AUM
$806.3M
Accounts
1,260
Discretionary
$789.4M
Accounts
1,243
Non-Discretionary
$16.9M
Accounts
17

ContactClients

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Individual Clients
220
AUM
$69.3M
HNW Individual Clients
192
AUM
$723.5M
Pension/Profit Sharing Plan Clients
5
AUM
$4.9M
Charitable Organization Clients
3
AUM
$8.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE & TAX PLANNING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLGAILMDMONCNYOHSCTXVAWAWI

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

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