WEDGEWOOD PARTNERS, INC.

9909 Clayton Rd, Suite 103
St Louis, Missouri 63124-1120
Tel: 314-567-6407

About WEDGEWOOD PARTNERS, INC.

WEDGEWOOD PARTNERS, INC, formally registered with the SEC as WEDGEWOOD PARTNERS, INC. The firm was established in 04/01/1988. They have over 1 offices throughout the country.

WEDGEWOOD PARTNERS, INC. is a St Louis, Missouri based Financial Planning firm with nearly $539,692,744 assets under management, offering retirement planning & investment advisory services to 388 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	21923
SEC#	801-31746
Assets Managed by Firm	$539,692,744
No. of Clients	388
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	388	$539,692,744
Individuals (other than high net worth individuals)	193	$131,804,219
High net worth individuals	139	$226,531,153
Pension and profit sharing plans	5	$2,409,422
Charitable organizations	16	$34,918,917
Corporations or other businesses	30	$84,802,103

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