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Building 2VIKING WEALTH ADVISORS

Map pinJACKSON, MO
Phone573-243-9018
NotebookSEC #801-72885
Total AUM
$105.5M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 WEST JACKSON BLVD.
JACKSON
MO 63755
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
573-243-9018

ReceiptFinancials

Total AUM
$105.5M
Accounts
474
Discretionary
$91.4M
Accounts
423
Non-Discretionary
$14.1M
Accounts
51

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMOTX

HandshakeAffiliates

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

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