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Building 2SCOTTRADE INVESTMENT MANAGEMENT

Map pinSAINT LOUIS, MO
Phone314-965-1555
NotebookSEC #801-79217
Total AUM
$2.3B
Employees
300
Clients
17,100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 MARYVILLE CENTRE DRIVE
SAINT LOUIS
MO 63141
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
314-965-1555
Other Offices
55

ReceiptFinancials

Total AUM
$2.3B
Accounts
20,396
Discretionary
$2.3B
Accounts
20,396
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13,050
AUM
$1.6B
HNW Individual Clients
4,050
AUM
$736M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
ADVISOR ACCESS BY SCOTTRADE INVESTMENT MANAGEMENT REFERRAL PROGRAM
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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