RIA Intel›Advisers›Missouri›MONEY CONSULTANTS ADVISORY, INC.

MONEY CONSULTANTS ADVISORY, INC.

Advisory

MO

Data as of Jan 17, 2025 · Source: SEC Form ADV

Average account

$2M

across 1 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 17, 2025.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

CROWN INVESTMENT ADVISORS, INC.

$2M

CARROLL WEALTH MANAGEMENT INC.

CHESTERFIELD, MO

$2M

CAPITAL 360 FINANCIAL, LLC

SPRINGFIELD, MO

$2M

HARRIS, STEPHEN PAUL

$2M

POLARIS CAPITAL ADVISORS INC

$2M

ELITE INVESTMENT ADVISORS, LLC

$2M

Get the full picture on MONEY CONSULTANTS ADVISORY, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MONEY CONSULTANTS ADVISORY, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans