Overview
Assets Under Management: $3.5 billion
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 856
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 856
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 8,762
Discretionary Accounts: 8,729
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 149046
Filing ID: 2001313
Last Filing Date: 2025-07-02 08:58:00
Website: https://krilogy.com