Adviser Profile
| As of Date | 07/11/2019 |
| Registration status | Registration Changed to SIGNIFY WEALTH LLC |
| ADV Location | ST. LOUIS, MO, United States |
| AUM* | 107,433,579 |
| of that, discretionary | 96,773,143 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 477,483 |
| % High Net Worth | 22.22% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
97M
83M
69M
55M
41M
28M
14M
2019
Private Funds
No private funds