CRD: 285617
THE Private Family Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2017
- Office Locations
- 1
Office Locations
About THE Private Family Advisors, LLC
The Private Family Advisors, LLC is a St. Louis-based RIA focused on holistic planning for families, integrating retirement, tax, and estate planning with ongoing investment management. Its bundled, one-stop offering includes annual tax preparation by a qualified tax preparer and estate planning document review/preparation by a licensed attorney. The firm also supports investment-only engagements and uses RightCapital for planning.
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Owner & Executives
EDUARDO JOAQUIN VIGIL
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #3073713
- Ownership
- 50% but less than 75%
GREGORY PAUL ZITKO
Chief Compliance Officer, President
- CRD
- #3093522
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,691,419 | -- |
| Non-Discretionary | $1,704,714 | -- |
| Total | $82,396,133 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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