575 Maryville Centre Dr.
Suite 110
St. Louis, Missouri 63141
Tel: (800) 771-8071
FOURTHSTONE LLC, formally registered with the SEC as FOURTHSTONE LLC. The firm was established in 07/29/2019. They have over 1 offices throughout the country.
FOURTHSTONE LLC is a St. Louis, Missouri based Financial Planning firm with nearly $768,789,037 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169067 |
| SEC# | 801-117051 |
| Assets Managed by Firm | $768,789,037 |
| No. of Clients | 5 |
| No. of Advisors | 10 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $768,789,037 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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