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Building 2R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

Map pinST. LOUIS, MO
Phone314-783-5000
NotebookSEC #801-63242
Total AUM
$415.9M
Employees
7
Clients
4,658

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8151 CLAYTON ROAD
SUITE 300
ST. LOUIS
MO 63117
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
314-783-5000

ReceiptFinancials

Total AUM
$415.9M
Accounts
4,658
Discretionary
$415.9M
Accounts
4,658
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,588
AUM
$298.4M
HNW Individual Clients
48
AUM
$63.1M
Pooled Vehicle Clients
1
AUM
$5.1M
Pension/Profit Sharing Plan Clients
20
AUM
$49.3M
Charitable Organization Clients
1
AUM
$71.7K

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV

HandshakeAffiliates

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

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