Overview
Assets Under Management: $1.2 billion
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 12
Average Client Assets: $49 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.97
Average High-Net-Worth Client Assets: $49 million
Total Client Accounts: 4,266
Discretionary Accounts: 4,266
Regulatory Filings
CRD Number: 323180
Filing ID: 1949804
Last Filing Date: 2025-03-11 14:58:00
Website: https://syntegrapwg.com