CONSOLIDATED FINANCIAL INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
CLAYTON, Missouri
CRD number
18810
Registered since
January 12, 1987

Firm profile

FINTRX

Overview

Consolidated Financial Investments, Inc. is a corporation that has been SEC-registered since 1987 and is individually owned. Public disclosures captured in the FINTRX snapshot are sparse: the firm is classified as "unclassified" and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is also not noted as a multi-state or newly formed adviser. FINTRX does not provide detail on the firm's client segments, fee schedule, advisory activities, or investment mandates. No assets under management or account-level information are reported in the dataset, which limits the ability to assess scale, typical client size, or product focus from these public records.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • STEVEN DUSTMANN

    PresidentCRD 2099276

  • ALAN STIFFELMAN

    PresidentCRD 1351661

  • CARL BARDENHEIER

    Vice PresidentCRD 1138381

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLAYTON, MO

SAINT LOUIS

Location

CLAYTON, MO

Headquartered in CLAYTON, 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
222 N Meramec Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth