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Lisa Murphy Bertain

OLIVE STREET INVESTMENT ADVISERS, LLC·ST. LOUIS, Missouri
Unclaimed Profile
12555 MANCHESTER ROAD, ST. LOUIS, MO 63131CRD# 5826075Firm CRD# 166710
01

About

Lisa Murphy Bertain is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with OLIVE STREET INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
OLIVE STREET INVESTMENT ADVISERS, LLC
OLIVE STREET INVESTMENT ADVISERS, LLC
AUM
$178.2B
Regulatory assets under management
Employees
246
Total firm employees
View all advisors at OLIVE STREET INVESTMENT ADVISERS, LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Other: SEE SCHEDULE D-MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5826075
Firm CRD# 166710
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Murphy Bertain offer?
Lisa Murphy Bertain specializes in Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Lisa Murphy Bertain's credentials?
Lisa Murphy Bertain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Murphy Bertain located?
Lisa Murphy Bertain is based in ST. LOUIS, Missouri, working with OLIVE STREET INVESTMENT ADVISERS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Lisa Murphy Bertain charge for services?
Lisa Murphy Bertain's firm is compensated through percentage of aum, other: see schedule d-miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLIVE STREET INVESTMENT ADVISERS, LLC?
OLIVE STREET INVESTMENT ADVISERS, LLC has approximately 246 employees and manages $178.2B 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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