| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 03/20/2025 |
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| ADV Location | CLAYTON, MO, United States |
| Contact Info | 314 xxxxxxx |
| AUM* | 1,126,899,736 |
| of that, discretionary | 671,173,215 |
| Number of Employees | 16 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 585,099 |
| % High Net Worth | 52.21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ARMANINO ADVISORY LLC | Filing Date09/04/2026 | Form ADV-E View Report |