$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
-- Fenton MO
About Aech Financial
Aech Financial is a Fenton-based RIA. The firm has been operating for 1 years. Managing $24.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$292.7K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAY WARREN PETERS
Chief Compliance Officer, PRINCIPAL
- CRD
- #6463221
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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