RIA Intel›Advisers›Missouri›PROACTIVE FINANCIAL SERVICES, INC.

PROACTIVE FINANCIAL SERVICES, INC.

Advisory

LAKE SAINT LOUIS, MO

Data as of Aug 23, 2005 · Source: SEC Form ADV

Total AUM
$5M
1-Year AUM Growth
+33.5%
3-Year CAGR
+1.5%
Employees
0
Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingJul 7, 2004
Latest FilingAug 23, 2005
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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