Overview
Assets Under Management: $686 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 518
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 518
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.18
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,106
Discretionary Accounts: 2,106
Regulatory Filings
CRD Number: 175085
Filing ID: 1923520
Last Filing Date: 2025-03-24 15:38:00
Website: https://adkinc.com