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Building 2PLAZA FINANCIAL ADVISORS INC

Map pinCLAYTON, MO
Phone314-726-0600
NotebookSEC #801-56665
Total AUM
$26.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 S. HANLEY RD
STE 1350
CLAYTON
MO 63105
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
314-726-0600

ReceiptFinancials

Total AUM
$26.2M
Accounts
108
Discretionary
$5.2M
Accounts
21
Non-Discretionary
$21M
Accounts
87

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLILMNMONETX

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

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