HUNTLEIGH ADVISORS, INC.
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 113412
- Registered since
- January 22, 2004
- Website
- huntleighadvisors.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals48.83%
- HNWI46.75%
- Corporations / Businesses1.87%
- Charitable Organizations1.72%
- Pension & Profit Sharing Plans0.83%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Huntleigh Advisors, Inc. is a corporate-structured registered adviser that has been SEC-registered since 2004 and is owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator. Its client-facing services focus on portfolio management for individuals and small businesses, selection of other advisers, and pension consulting-related work. Fee arrangements include percentage-of-AUM pricing alongside other fee types. Huntleigh is not positioned as an active ESG investor and reports affiliations with a broker-dealer and an insurance company.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities64%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds4%
- Non-Investment Grade Corp Bonds4%
Owners & executives
1 of 1CATHERINE MARSHALL
Chief Compliance OfficerCRD 1445205
Contacts
3 of 63AMANDA WOLFRUM
Investment Advisor Representative, Registered RepresentativeCRD 4853193
LON DIRCKS
Director of Business DevelopmentCRD 4668629
Richard Morris
Investment Advisor RepresentativeCRD 7033514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$118M in ETFs
57%
$67.6M
40%
$50.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AB SHORT DURATION HIGH YIELD ETF (SYFI) | AllianceBernstein | Active | Multisector Bond | $13.2M | 372,623 | 11.20% |
Location
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
- 7800 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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