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

More Retirement Planning firms in St Louis, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

Explore More Retirement Advisors in St Louis, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.