Overview
Assets Under Management: $272 million
Headquarters: COLUMBIA, MO
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,578
Discretionary Accounts: 1,578
Regulatory Filings
CRD Number: 334668
Filing ID: 1994534
Last Filing Date: 2025-08-01 19:00:00
Website: https://gmail.com