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AQUILANT ADVISORS
12444 Powerscourt Dr. Suite 370
St. Louis, Missouri 63131
Tel: 314-309-2078
About AQUILANT ADVISORS
AQUILANT ADVISORS, formally registered with the SEC as AQUILANT ADVISORS. The firm was established in 04/12/2019. They have over 2 offices throughout the country.
AQUILANT ADVISORS is a St. Louis, Missouri based Financial Planning firm with nearly $182,226,086 assets under management, offering retirement planning & investment advisory services to 651 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282953 |
| SEC# | 801-114993 |
| Assets Managed by Firm | $182,226,086 |
| No. of Clients | 651 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 651 | $182,226,086 |
| Individuals (other than high net worth individuals) | 225 | $56,099,873 |
| High net worth individuals | 53 | $125,243,836 |
| Pension and profit sharing plans | Fewer than 5 clients | $882,377 |
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