Adviser Profile
| As of Date | 01/08/2025 |
| Registration status | Registration Changed to PROFUSION FINANCIAL, INC. |
| ADV Location | ST. LOUIS, MO, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 71,107,000 |
| of that, discretionary | 68,950,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,865 |
| % High Net Worth | 72.73% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1