Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 03/01/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 6 |
of those in investment advisory functions | 3 |
Registration | Missouri, Terminated, 3/25/2005 |
|
AUM* | 180,157,026 12.75% |
of that, discretionary | 180,157,026 12.75% |
Private Fund GAV* | 0 |
Avg Account Size | 662,342 10.27% |
% High Net Worth | 16.91% 15.35% |
SMA’s | Yes |
Private Funds | 0 |
Contact Info | 417 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
---|---|---|---|---|---|
Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$33,551,023 | % Position19.00% | $ Change9.00% | # Change2.00% |
Stck Ticker464287200 | Stock NameISHARES TR | $ Position$23,668,046 | % Position13.00% | $ Change7.00% | # Change2.00% |
Stck Ticker46434G103 | Stock NameISHARES INC | $ Position$18,694,217 | % Position11.00% | $ Change9.00% | # Change1.00% |
Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$13,373,145 | % Position8.00% | $ Change7.00% | # Change7.00% |
Stck Ticker464286517 | Stock NameISHARES INC | $ Position$9,915,509 | % Position6.00% | $ Change11.00% | # Change3.00% |
Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$9,942,529 | % Position6.00% | $ Change10.00% | # Change1.00% |
Stck Ticker46429B747 | Stock NameISHARES TR | $ Position$7,131,302 | % Position4.00% | $ Change7.00% | # Change5.00% |
Stck Ticker46429B291 | Stock NameISHARES TR | $ Position$7,541,648 | % Position4.00% | $ Change12.00% | # Change7.00% |
Stck Ticker464287507 | Stock NameISHARES TR | $ Position$7,302,238 | % Position4.00% | $ Change10.00% | # Change3.00% |
Stck Ticker46432F859 | Stock NameISHARES TR | $ Position$6,192,069 | % Position3.00% | $ Change9.00% | # Change6.00% |