Adviser Profile
| As of Date | 09/25/2026 |
| Registration | Missouri, Approved, 07/18/2016 |
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| ADV Location | ST. LOUIS, MO, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 36,430,974 179% |
| of that, discretionary | 35,502,102 172% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 251,248 19% |
| % High Net Worth | 31.94% 60% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds