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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-1998
- Office Locations
- 1
Office Locations
About Zemenick & Walker INC
Zemenick & Walker Inc is a St. Louis fee-only fiduciary advisory firm providing investment planning, portfolio construction, and wealth/financial planning for retail and institutional clients, including entrepreneurs. Portfolios are implemented primarily with public funds and ETFs across fixed income and asset allocation themes, custodied at Charles Schwab (and Wells Fargo). The firm is fully non-discretionary—no action without client approval.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN A BEST
Vice President
- CRD
- #4401718
- Ownership
- 10% but less than 25%
CHRIS GERARD GRIESEDIECK
Chairman, MANAGING DIRECTOR
- CRD
- #4373672
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Joseph Paul Bonastia
Portfolio Manager
- CRD
- #6731684
ALEX BRIAN DIRKSEN
Analyst
- CRD
- #7460396
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,630,197,275 | $9,705,525 |
| Total | $2,630,197,275 | $9,705,525 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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