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Adviser Profile

As of Date 05/03/2024
Adviser Type - Large advisory firm
Number of Employees 14 -17.65%
of those in investment advisory functions 14 -17.65%
Registration Missouri, Terminated, 03/18/2009
Other registrations (1)
AUM* 1,634,430,979 8.55%
of that, discretionary 552,259,990 33.74%
Private Fund GAV* 582,259,990 5.43%
Avg Account Size 1,645,953 5.38%
% High Net Worth 87.32% -3.94%
SMA’s Yes
Private Funds 5 1
Contact Info 314 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 937M 781M 624M 468M 312M 156M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count5 GAV$582,259,990

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Brochure Summary