Overview
Assets Under Management: $1.8 billion
Headquarters: LAKE ST. LOUIS, MO
High-Net-Worth Clients: 215
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 9,231
Discretionary Accounts: 9,117
Non-Discretionary Accounts: 114
Regulatory Filings
CRD Number: 110377
Last Filing Date: 2025-02-26 00:00:00
Website: https://firstheartland.com