Overview
Assets Under Management: $635 million
Headquarters: KIRKWOOD, MO
High-Net-Worth Clients: 178
Average Client Assets: $2 million
Frequently Asked Questions
TAP CONSULTING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145772), TAP CONSULTING, LLC is subject to fiduciary duty under federal law.
TAP CONSULTING, LLC is headquartered in KIRKWOOD, MO.
TAP CONSULTING, LLC serves 178 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, TAP CONSULTING, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TAP CONSULTING, LLC manages $635 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, TAP CONSULTING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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