DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > missouri > clayton
FOUNDATION WEALTH MANAGEMENT, LLC
Tel: 314-726-6789
168 N. Meramec Ave Suite 100
Clayton, Missouri 63105
FOUNDATION WEALTH MANAGEMENT, LLC
FOUNDATION WEALTH MANAGEMENT, LLC is a Clayton, Missouri based financial advisory firm with nearly $525,135,470 in assets under management and provides investment advisory services for 1635 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
127134
SEC#:
801-62187
No. of Clients:
1635
Assets under Management
$525,135,470
No. of Advisors:
5
More Financial Advisory Firms in Clayton, Missouri
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| EDWARD JONES | 250 | 29003 |
| WELLS FARGO ADVISORS | 19616 | 19871 |
| NISA INVESTMENT ADVISORS, LLC | 107313 | 390 |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 225 |
| OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | 218 |
| WELLS FARGO ADVISORS | 11025 | 3227 |
More Firms in Clayton, Missouri >>