$42.0M Total AUM
$42.0M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-02-1997
- Office Locations
- 1
Office Locations
-- Fenton MO
About John C. Gower, CFP, EA
John C. Gower, CFP, EA is a St. Louis-based solo advisory practice providing financial planning, investment planning, estate planning and insurance guidance, with portfolio construction built around asset allocation. The firm works with entrepreneurs and uses mutual funds and fixed income strategies, with client assets custodied through SEI and TD Ameritrade.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$617.6K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
J
John C Gower
Owner, PRINCIPAL
- CRD
- #2912877
- 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 | $42,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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