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ADK WEALTH ADVISORY GROUP
12935 North Outer Forty Road
Suite 101
St. Louis, Missouri 63141
Tel: (314) 878-1489
About ADK WEALTH ADVISORY GROUP
ADK WEALTH ADVISORY GROUP, formally registered with the SEC as ADK WEALTH ADVISORY GROUP. The firm was established in 06/09/2015. They have over 4 offices throughout the country.
ADK WEALTH ADVISORY GROUP is a St. Louis, Missouri based Financial Planning firm with nearly $598,911,042 assets under management, offering retirement planning & investment advisory services to 2000 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175085 |
| SEC# | 801-99353 |
| Assets Managed by Firm | $598,911,042 |
| No. of Clients | 2000 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2000 | $598,911,042 |
| Individuals (other than high net worth individuals) | 641 | $129,959,594 |
| High net worth individuals | 500 | $464,405,777 |
| Charitable organizations | 5 | $1,225,482 |
| Corporations or other businesses | 8 | $3,320,189 |
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