Consolidated Financial Investments, Inc.

Broker-DealerFINRA Member
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 organized as a corporation with individual ownership. Publicly available records for the firm are sparse: its classification is listed as unclassified and the entity has provided little or no detail about its advisory activities, client segments, or fee arrangements. The firm's public profile indicates a narrow set of attributes: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not reported to operate across multiple states. It is also not listed as a pension consultant or as a related adviser to another registered entity.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Alan Stiffelman

    Alan Stiffelman

    PresidentCRD 1351661

  • James Breckenridge

    Registered RepresentativeCRD 29512

  • Carl Bardenheier

    Vice PresidentCRD 1138381

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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