Adviser Profile
| As of Date | 05/20/2026 |
| Registration | SEC, Approved, 04/17/2026 |
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| Former registrations | |
| ADV Location | CLAYTON, MO, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 108,601,957 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,022,295 |
| % High Net Worth | 11.11% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
109M
93M
78M
62M
47M
31M
16M
2026
Private Funds
No private funds