Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
22 days old
General
Location
Chesterfield, MO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$196,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We are well established, independent financial services firm. We are locally owned are our roots date back to 1933. We serve both individual and corporate clients. We are proud of our reputation. Our Associates have built successful, lucrative long-term careers with us. We offer a range of comprehensive financial and insurance services. We offer a competitive value proposition, along with the technology, tools and products needed for today's Adviser to successfully servicing their clients.

At this time, we are seeking to discuss opportunities expand our practice through a book of business purchase or merging a practice into Carillon Group.

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