FINANCIAL & TAX ARCHITECTS, LLC

12412 Powerscourt Drive
Suite 25
St. Louis, Missouri 63131
Tel: 314-858-1122

About FINANCIAL & TAX ARCHITECTS, LLC

FINANCIAL & TAX ARCHITECTS, LLC, formally registered with the SEC as FINANCIAL & TAX ARCHITECTS, LLC. The firm was established in 02/12/2019. They have over 19 offices throughout the country.

FINANCIAL & TAX ARCHITECTS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $409,933,726 assets under management, offering retirement planning & investment advisory services to 4186 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119169
SEC#	801-114688
Assets Managed by Firm	$409,933,726
No. of Clients	4186
No. of Advisors	38

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4186	$409,933,726
Individuals (other than high net worth individuals)	694	$156,443,158
High net worth individuals	171	$91,465,321

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