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Building 2DUNCKER STREETT & CO.

Map pinST. LOUIS, MO
Phone314-726-2600
NotebookSEC #801-58224
Total AUM
$707.3M
Employees
5
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 MARYLAND
SUITE 1100
ST. LOUIS
MO 63105
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
314-726-2600

ReceiptFinancials

Total AUM
$707.3M
Accounts
421
Discretionary
$695.9M
Accounts
406
Non-Discretionary
$11.4M
Accounts
15

ContactClients

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Individual Clients
71
AUM
$24.8M
HNW Individual Clients
94
AUM
$485.4M
Pension/Profit Sharing Plan Clients
2
AUM
$12.5M
Charitable Organization Clients
6
AUM
$184.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CAFLILMONCTX

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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