Directory of Professional Retirement Planners
National Coverage
Local Professionals
KRILOGY
275 N. Lindbergh
Ste. 20
St. Louis, Missouri 63141
Tel: 314-884-2800
About KRILOGY
KRILOGY, formally registered with the SEC as KRILOGY. The firm was established in 01/12/2009. They have over 5 offices throughout the country.
KRILOGY is a St. Louis, Missouri based Financial Planning firm with nearly $3,503,930,771 assets under management, offering retirement planning & investment advisory services to 8634 clients. The firm is staffed with 68 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149046 |
| SEC# | 801-69838 |
| Assets Managed by Firm | $3,503,930,771 |
| No. of Clients | 8634 |
| No. of Advisors | 68 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8634 | $3,503,930,771 |
| Individuals (other than high net worth individuals) | 1794 | $563,061,397 |
| High net worth individuals | 838 | $2,379,067,096 |
| Pension and profit sharing plans | 124 | $539,904,113 |
| Corporations or other businesses | 26 | $21,898,165 |
More Retirement Planning firms in St. Louis, Missouri:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 |
Explore More Retirement Advisors in St. Louis, Missouri