Overview
Assets Under Management: $525 million
Headquarters: CLAYTON, MO
High-Net-Worth Clients: 154
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,635
Discretionary Accounts: 1,457
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 127134
Last Filing Date: 2024-07-02 00:00:00
Website: https://fwmria.com