Aquilant Advisors
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 282953
- Registered since
- April 12, 2019
- Website
- www.aquilantadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.12%
- Individuals25.47%
- Pension & Profit Sharing Plans0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aquilant Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and educational seminars. Compensation follows a mix of asset-based fees and hourly charges. Aquilant Advisors also operates in capacity as a registered representative of a broker-dealer and as an insurance broker, which informs its use of products such as annuities. The firm does not self-identify as an ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities30%
- Cash & Cash Equivalents11%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4Kristen Farris
Client Relationship SpecialistCRD 7375398
Brett Parker
Financial Advisor and Registered RepresentativeCRD 4173342
Charolette Mckinney
Registered AssistantCRD 5053167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 12444 Powerscourt Dr
- Time zone
- CT (UTC-6)
- Office locations
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