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Adviser Profile

As of Date 03/30/2025
Adviser Type - Large advisory firm
Number of Employees 13 -23.53%
of those in investment advisory functions 13 -23.53%
Registration Missouri, Terminated, 03/18/2009
Other registrations (1)
AUM* 2,641,297,506 75.42%
of that, discretionary 678,728,016 64.36%
Private Fund GAV* 708,728,015 28.33%
Avg Account Size 2,576,876 64.98%
% High Net Worth 86.96% -4.35%
SMA’s Yes
Private Funds 6 2
Contact Info 314 xxxxxxx
Websites

Client Types

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

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 Count6 GAV$708,728,015

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Brochure Summary