Overview
Assets Under Management: $635 million
Headquarters: KIRKWOOD, MO
High-Net-Worth Clients: 178
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,880
Discretionary Accounts: 1,864
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 145772
Filing ID: 1933498
Last Filing Date: 2025-03-28 12:27:00
Website: https://genexstl.com