Founded in 2002 as an Independent Firm
Founded in 1999 as a Bank Subsidiary
Business Segments
Private Client: Individuals & Families
Institutional: Banks, Foundations, Endowments, Not-for-Profits
Retirement Plans: Qualified Retirement Plans (401(k), 403(b), Defined Benefit, etc.)
Geography
Headquarters: St. Louis, Mo.
Clients In: 41 States
Employment
Partners: 6
Employees (Full Time): 44
Average Employee Tenure: 8+ years
Designations Held:
- 29 Registered Investment Advisor Representatives
- 4 Chartered Financial Analyst (CFA) Charterholders
- 15 Certified Financial Planners (CFP®)
- 3 Certified Public Accountants (CPA)
- 1 Certified Exit Planning Advisor (CEPA)
- 1 Certificate in Performance Measurement (CIPM) Designation Holder
- 3 ASPPA Qualified 401(k) Administrator (QKA)
- 1 Certified Trust and Fiduciary Advisor (CTFA)
- 1 Investment Adviser Certified Compliance Professional (IACCP)
Clients & Assets
Assets Under Management as of 12/31/23:
Private Client: $1.84 billion
Institutional: $108.4 million
Retirement Plans: $452 million
Total: $2.40 billion
Minimum Relationship: $1 million