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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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