Overview
Assets Under Management: $93 million
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 12
Average Client Assets: $4.7 million
Frequently Asked Questions
BUSH O'DONNELL INVESTMENT ADVISORS, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104689), BUSH O'DONNELL INVESTMENT ADVISORS, INC is subject to fiduciary duty under federal law.
BUSH O'DONNELL INVESTMENT ADVISORS, INC is headquartered in ST LOUIS, MO.
BUSH O'DONNELL INVESTMENT ADVISORS, INC serves 12 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BUSH O'DONNELL INVESTMENT ADVISORS, INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BUSH O'DONNELL INVESTMENT ADVISORS, INC manages $93 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BUSH O'DONNELL INVESTMENT ADVISORS, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.87%
Average Client Assets: $4.7 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 104689
Filing ID: 1190315
Last Filing Date: 2018-03-29 15:38:00