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Home > Retirement Planners > missouri > creve coeur > THE WORLEY BANKS GROUP, LLC
THE WORLEY BANKS GROUP, LLC
6 Cityplace Drive
Suite 460
Creve Coeur, Missouri 63141
Tel: 314-530-2700
About THE WORLEY BANKS GROUP, LLC
THE WORLEY BANKS GROUP, LLC, formally registered with the SEC as THE WORLEY BANKS GROUP, LLC. The firm was established in 05/08/2020. They have over 1 offices throughout the country.
THE WORLEY BANKS GROUP, LLC is a Creve Coeur, Missouri based Financial Planning firm with nearly $164,548,233 assets under management, offering retirement planning & investment advisory services to 804 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306890 |
| SEC# | 801-118683 |
| Assets Managed by Firm | $164,548,233 |
| No. of Clients | 804 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 804 | $164,548,233 |
| Individuals (other than high net worth individuals) | 236 | $74,919,548 |
| High net worth individuals | 52 | $84,483,745 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,144,940 |
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