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$170MM AUM | $1.2MM GDC in Chesterfield, MO

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Last Activity
this week

Business Mix:

5% Comm
95% Fee


Chesterfield, MO, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Previously Managing Director and Senior Portfolio Manager for Wells Fargo Advisors in St. Louis. Now a SEC Registered Investment Adviser for private clients, a sub-adviser to other RIAs, TAMPs, Banks and Broker Dealers plus provide administrative solutions for individuals interested in joining our firm. Currently have offices in St. Louis, Kansas City, Dallas, and Destin, Fl. while sub-advising other advisors in Texas, Oklahoma, Missouri, and New York. Interested in adding or merging with individuals and companies looking for an open architecture solution.


Has Office Space to Share in Chesterfield, MO

Our practice in Chesterfield has 3 open offices. Was previously the headquarters for Mallinckrodt. We also have three open offices in our Destin, Fl. location.

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