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Kevin Patrick Summers

CLARIS ADVISORS, LLC·ST. LOUIS, Missouri
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800 MARKET STREET, ST. LOUIS, MO 63101-2501CRD# 6752778Firm CRD# 117734
01

About

Kevin Patrick Summers is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with CLARIS ADVISORS, 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
CLARIS ADVISORS, LLC
CLARIS ADVISORS, LLC
AUM
$678M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLARIS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6752778
Firm CRD# 117734
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Patrick Summers offer?
Kevin Patrick Summers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Kevin Patrick Summers's credentials?
Kevin Patrick Summers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Patrick Summers located?
Kevin Patrick Summers is based in ST. LOUIS, Missouri, working with CLARIS ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Kevin Patrick Summers charge for services?
Kevin Patrick Summers'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 CLARIS ADVISORS, LLC?
CLARIS ADVISORS, LLC has approximately 5 employees and manages $678M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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