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FINANCIAL & TAX ARCHITECTS, LLC
FINANCIAL & TAX ARCHITECTS, LLC
ST. LOUIS, Missouri
·
3 registered advisors
·
CRD# 119169
SEC# 801-114688
18
314-858-1122
01
Firm Overview
AUM
$410M
Regulatory assets under management
Employees
38
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL & TAX ARCHITECTS, LLC
3 registered advisors
Andrew Vincent Claus
ST. LOUIS, Missouri
CRD# 6241052
David Scott Brooks
ST. LOUIS, Missouri
CRD# 1920936
Gordon Christopher Haave
ST. LOUIS, Missouri
CRD# 4919955
05
Office Locations
ST. LOUIS, Missouri
3 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL & TAX ARCHITECTS, LLC (CRD# 119169) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.