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Home > Retirement Planners > missouri > st louis > HUNTLEIGH ADVISORS, INC.
HUNTLEIGH ADVISORS, INC.
7800 Forsyth Blvd.
5th Floor
St. Louis, Missouri 63105
Tel: 314-236-2400
About HUNTLEIGH ADVISORS, INC.
HUNTLEIGH ADVISORS, INC, formally registered with the SEC as HUNTLEIGH ADVISORS, INC. The firm was established in 01/22/2004. They have over 10 offices throughout the country.
HUNTLEIGH ADVISORS, INC. is a St. Louis, Missouri based Financial Planning firm with nearly $445,422,627 assets under management, offering retirement planning & investment advisory services to 1422 clients. The firm is staffed with 53 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113412 |
| SEC# | 801-62677 |
| Assets Managed by Firm | $445,422,627 |
| No. of Clients | 1422 |
| No. of Advisors | 53 |
Fee Structure
- A percentage of AUM
- Other (SOLICITOR/THIRD PARTY MANAGER FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1422 | $445,422,627 |
| Individuals (other than high net worth individuals) | 1309 | $270,452,952 |
| High net worth individuals | 78 | $153,181,273 |
| Charitable organizations | 13 | $8,750,889 |
| Corporations or other businesses | 18 | $6,265,501 |
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