Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 09/04/2008
ADV Location CHESTERFIELD, MO, United States
Contact Info (86 xxxxxxx
Websites
AUM* 362,985,152 -25%
of that, discretionary 20,732,170 0%
Number of Employees 6 50%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 760,975 -53%
% High Net Worth 0.21% -33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

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
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

Reported AUM

900M 771M 643M 514M 386M 257M 129M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary