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Building 21926 INVESTMENT ADVISORS

Map pinST. LOUIS, MO
Phone314-963-1926
NotebookSEC #801-66939
Total AUM
$109.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 WEST LOCKWOOD AVENUE
SUITE 200
ST. LOUIS
MO 63119
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
314-963-1926

ReceiptFinancials

Total AUM
$109.7M
Accounts
138
Discretionary
$108.6M
Accounts
133
Non-Discretionary
$1M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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