CRD: 111628
B & B Financial Planning Co., Inc.
O'fallon, MO, 63366
6369788770
$93.1M Total AUM
$93.1M Disc. AUM
-- 3Y CAGR
3 Employees
121 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-1990
- Office Locations
- 1
Office Locations
311 E. ELM O'fallon MO
About B & B Financial Planning Co., Inc.
B & B Financial Planning Co., Inc. is a O'fallon-based RIA. The firm has been operating for 36 years. Managing $93.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
44 AVG AGE
$31.0M AVG AUM / ADVISOR
$769.8K AVG AUM / CLIENT
20.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
36yrs Firm Age
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Asset Classes
Eagle pioneer
Investment Themes
Ember eagle Frontier
Investment Vehicles
Unison legacy
Services
Horizon legacy Summit Vertex Vector crest North Peak Optima
Owner & Executives
W
WALTER JOSEPH OBREMSKI
President
- CRD
- #350307
- Ownership
- 75% or more
(848) 912-9314
alpha.matrix@glaciercapital.com
in linkedin.com/in/alpha-delta
JASON EDWARD HALDIMAN
VICE PRESIDENT
- CRD
- #2631800
- Ownership
- 10% but less than 25%
(658) 696-2352
signal.harbor@momentumcapital.com
in linkedin.com/in/legacy-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
T
THEODORE BRYANT ESSER
--
- CRD
- #6060341
(803) 713-7210
radial.signal@oakcapital.com
in linkedin.com/in/oak-signal
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,140,603 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,140,603 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,140,603
Equity - Exchange:
16.8% Public Funds:
6.0% Cash:
26.5% U.S. Government/Agency:
22.7% Corporate - Investment Grade:
5.4% Derivatives:
18.0% Municipal Bonds:
4.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,314,342,924 | 16.8% |
| Public Funds | $469,408,187 | 6.0% |
| Cash | $2,073,219,493 | 26.5% |
| U.S. Government/Agency | $1,775,927,641 | 22.7% |
| Corporate - Investment Grade | $422,467,368 | 5.4% |
| Derivatives | $1,408,224,561 | 18.0% |
| Municipal Bonds | $359,879,612 | 4.6% |
| Total | $7,823,469,786 | 100.0% |