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Caspar Michael Unterreiner

FINANCIAL LEGACY ASSOCIATES, LLC·CHESTERFIELD, Missouri
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16020 SWINGLEY RIDGE ROAD, CHESTERFIELD, MO 63017CRD# 1535697Firm CRD# 115944
01

About

Caspar Michael Unterreiner is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with FINANCIAL LEGACY ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL LEGACY ASSOCIATES, LLC
FINANCIAL LEGACY ASSOCIATES
AUM
$33M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FINANCIAL LEGACY ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1535697
Firm CRD# 115944
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caspar Michael Unterreiner offer?
Caspar Michael Unterreiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERFIELD, Missouri for a consultation.
What are Caspar Michael Unterreiner's credentials?
Caspar Michael Unterreiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caspar Michael Unterreiner located?
Caspar Michael Unterreiner is based in CHESTERFIELD, Missouri, working with FINANCIAL LEGACY ASSOCIATES, LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.
How does Caspar Michael Unterreiner charge for services?
Caspar Michael Unterreiner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL LEGACY ASSOCIATES, LLC?
FINANCIAL LEGACY ASSOCIATES, LLC has approximately 11 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHESTERFIELD
Thomas Lake Ross — BRIDGEWATER ASSET MANAGEMENT LLCPaul Douglas Larson — LARSON CAPITAL MANAGEMENT, LLCJohn George Russon — U.S. INSTITUTIONAL CORPORATIONTodd Harris Brand — BRAND ASSET MANAGEMENT GROUP, INC.Robert Francis Balice — BRIDGEWATER ASSET MANAGEMENT LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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