M
CRD: 111158
Money Consultants Advisory, Inc.
ST Louis, MO
3149639813
$2.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-1996
- Office Locations
- 1
Office Locations
-- St. Louis MO
About Money Consultants Advisory, Inc.
Money Consultants Advisory, Inc. is a ST Louis-based RIA. The firm has been operating for 29 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$979.8K AVG AUM / CLIENT
29.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Investment Themes
Bridge vector
Investment Vehicles
Pioneer glacier
Services
Oak Summit Bridge
Owner & Executives
M
MARY EILEEN DORSEY
Owner, President
- CRD
- #1216065
- Ownership
- 75% or more
(613) 980-7832
wave.frontier@northcapital.com
in linkedin.com/in/signal-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,959,652 | -- |
| Total | $1,959,652 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,959,652
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,710,423,467 | 100.0% |
| Total | $4,710,423,467 | 100.0% |