AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.1 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 579 | $0.1 |
| Average Individual AUM | $209,123 | |
| HNW | 178 | $0.4 |
| Average HNW AUM | $2,241,333 | |
| Retail Total | 757 | $0.5 |
| Average Retail AUM | $686,974 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 75% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 19% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CHAD MICHAEL HEMPHILL | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRIAN REDDERS | KIRKWOOD | MO | S63|1998-10-02|S65|2007-12-31 | ||||||
| JACOB HEMPHILL | KIRKWOOD | MO | S66|2018-12-20 | ||||||
| ETHAN SILVERMAN | KIRKWOOD | MO | S66|2014-08-08 | ||||||
| BENJAMIN KLUTENKAMPER | KIRKWOOD | MO | S66|2016-09-06 | CERTIFIED FINANCIAL PLANNER | |||||
| QUINTIN HOGREFE | KIRKWOOD | MO | S63|2002-01-16|S65|2005-04-06 | ||||||
| MICHAEL SLUHAN | KIRKWOOD | MO | S63|1999-05-07|S65|2002-04-01 | CERTIFIED FINANCIAL PLANNER | |||||
| ROBERT DRURY | KIRKWOOD | MO | S66|2020-07-16 | ||||||
| ANDREW ISHMAEL | KIRKWOOD | MO | S66|2007-08-01 | CERTIFIED FINANCIAL PLANNER | |||||
| MITCHEL PAGANO | KIRKWOOD | MO | S66|2022-07-14 | ||||||
| SARAH HEHMEYER | KIRKWOOD | MO | S66|2018-10-12 | ||||||
| TODD BIRKENHOLZ | KIRKWOOD | MO | S66|2015-07-16 | ||||||
| NICHOLAS WERKMEISTER | KIRKWOOD | MO | S63|2021-03-19|S65|2022-05-21 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MO, AZ-03/28/2024, CA-01/07/2019, FL-02/15/2018, IA-06/29/2020, IL-02/15/2018, IN-03/30/2023, KS-06/29/2020, LA-03/30/2023, MO-01/07/2019, NC-06/29/2020, NE-03/09/2020, NY-12/09/2020, OH-06/29/2020, OK-03/30/2023, OR-06/29/2020, TN-06/29/2020, TX-01/07/2019, WA-03/31/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV