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DROMS STRAUSS WEALTH MANAGEMENT
501 N Lindbergh Boulevard
St. Louis, Missouri 63141-7844
Tel: 314-862-9100
About DROMS STRAUSS WEALTH MANAGEMENT
DROMS STRAUSS WEALTH MANAGEMENT, formally registered with the SEC as DROMS STRAUSS WEALTH MANAGEMENT. The firm was established in 01/20/1998. They have over 1 offices throughout the country.
DROMS STRAUSS WEALTH MANAGEMENT is a St. Louis, Missouri based Financial Planning firm with nearly $676,158,376 assets under management, offering retirement planning & investment advisory services to 1242 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108620 |
| SEC# | 801-55207 |
| Assets Managed by Firm | $676,158,376 |
| No. of Clients | 1242 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (ESTATE & TAX PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1242 | $676,158,376 |
| Individuals (other than high net worth individuals) | 174 | $75,481,053 |
| High net worth individuals | 145 | $573,040,551 |
| Pension and profit sharing plans | 8 | $13,565,099 |
| Charitable organizations | 18 | $7,080,437 |
| Corporations or other businesses | Fewer than 5 clients | $6,991,236 |
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