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Building 2ADK WEALTH ADVISORY GROUP

Map pinST. LOUIS, MO
Phone(314) 878-1489
NotebookSEC #801-99353
Total AUM
$768.5M
Employees
13
Clients
1,208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12935 NORTH OUTER FORTY ROAD
SUITE 101
ST. LOUIS
MO 63141
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
(314) 878-1489
Other Offices
2

ReceiptFinancials

Total AUM
$768.5M
Accounts
2,166
Discretionary
$768.5M
Accounts
2,166
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
655
AUM
$141.3M
HNW Individual Clients
540
AUM
$618.5M
Charitable Organization Clients
6
AUM
$1.4M
Corporation or Business Clients
7
AUM
$7.3M

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
ARAZCAFLIAILINKSMIMNMONCNENHNMOHORPATNTXVTWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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