Overview
Assets Under Management: $443 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 134
Average Client Assets: $870,074
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.32
Average High-Net-Worth Client Assets: $870,074
Total Client Accounts: 3,347
Discretionary Accounts: 3,347
Regulatory Filings
CRD Number: 119169
Filing ID: 1999580
Last Filing Date: 2025-06-26 14:00:00
Website: https://fta-ria.com