Overview
Assets Under Management: $161 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.12
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 113
Discretionary Accounts: 113
Regulatory Filings
CRD Number: 316666
Last Filing Date: 2025-02-27 00:00:00
Website: https://daytonastreet.com