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Building 2CAUBLE & HARRE WEALTH MANAGEMENT, INC.

Map pinST. LOUIS, MO
Phone314-576-1112
NotebookSEC #801-70042
Total AUM
$300.6M
Employees
4
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12977 NORTH 40 DRIVE
SUITE 213
ST. LOUIS
MO 63141
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
314-576-1112

ReceiptFinancials

Total AUM
$300.6M
Accounts
432
Discretionary
$300.6M
Accounts
432
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
39
AUM
$18.5M
HNW Individual Clients
65
AUM
$277.6M
Corporation or Business Clients
2
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMONMTX

HandshakeAffiliates

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

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