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- Custodian
- Charles Schwab & Company · Comerica Bank · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-30-2010
- Office Locations
- 3
Office Locations
About Financial Avenues
Financial Avenues is a Kansas City, MO RIA offering fiduciary financial planning through flexible engagements—from all-in “Journey” planning to early-career “Embark,” investment strategy refreshes, and one-off projects/second opinions. The firm emphasizes long-term, goals-aligned asset allocation and risk management, implementing primarily with public funds and some ETFs, and custodies with providers including Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TRACY LEE ST. JOHN
Chief Compliance Officer, Financial Advisor, Investment Advisor, Managing Member
- CRD
- #2094475
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anna Grace Brewer
--
- CRD
- #8212903
Jonathan Alexander Moore
--
- CRD
- #7749873
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,618,248 | $360,925 |
| Non-Discretionary | $0 | -- |
| Total | $147,618,248 | $360,925 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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