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Building 2MARKETRIDERS

Map pinCHESTERFIELD, MO
Phone(866) 990-3837
NotebookSEC #801-69514
Total AUM
$363M
Employees
6
Clients
477

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 MCBRIDE & SON CENTER DR.
SUITE 288
CHESTERFIELD
MO 63005
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(866) 990-3837

ReceiptFinancials

Total AUM
$363M
Accounts
477
Discretionary
$20.7M
Accounts
96
Non-Discretionary
$342.3M
Accounts
381

ContactClients

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Individual Clients
476
AUM
$355M
HNW Individual Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
SOFTWARE USED TO SELF-MANAGE ACCOUNTS
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILKYLAMDMIMNMONCNENJNYOHORPATNTXUTVAWAWI

HandshakeAffiliates

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

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