CAUBLE & HARRE WEALTH MANAGEMENT, INC.

12977 North 40 Drive
Suite 213
St. Louis, Missouri 63141
Tel: 314-576-1112

About CAUBLE & HARRE WEALTH MANAGEMENT, INC.

CAUBLE & HARRE WEALTH MANAGEMENT, INC, formally registered with the SEC as CAUBLE & HARRE WEALTH MANAGEMENT, INC. The firm was established in 03/26/2009. They have over 1 offices throughout the country.

CAUBLE & HARRE WEALTH MANAGEMENT, INC. is a St. Louis, Missouri based Financial Planning firm with nearly $236,633,389 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143812
SEC#	801-70042
Assets Managed by Firm	$236,633,389
No. of Clients	433
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	433	$236,633,389
Individuals (other than high net worth individuals)	61	$25,849,744
High net worth individuals	62	$204,602,886
Corporations or other businesses	3	$6,180,759

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ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
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