FINANCIAL & TAX ARCHITECTS, LLC
St. Louis, Missouri
3.7
3 Reviews
Financial & Tax Architects, LLC, based out of St. Louis, MO, is a reputable investment advisory firm with a strong foothold in the financial services industry. With over 540 individual clients, they oversee an impressive $317,160,000 in assets under management. Serving both employer 401Ks and individual investors, Financial & Tax Architects, LLC has cultivated extensive expertise in these areas, contributing to their success.
The firm boasts seven well-established offices strategically located throughout St. Louis. Their comprehensive services cover various aspects of financial planning, including investment management, tax plann...
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Assets Under Mgmt
$317.16M
Investment Professionals
17
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other: SUB-ADVISORY SERVICES
Disclosures
Do any of the events below involve you or any of your supervised persons?
Convicted or pled guilty to misdemeanor involving investments (10 yrs)
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Had investment related business activity restricted by federal regulatory agency
Found to be involved in a violation of investment-related activities by domestic or foreign court
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