Overview
Assets Under Management: $525 million
Headquarters: COLUMBIA, MO
High-Net-Worth Clients: 5
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.27
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 2,840
Discretionary Accounts: 2,837
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 117153
Filing ID: 1964827
Last Filing Date: 2025-03-25 15:13:00
Website: https://labrunerie.com