PREMIER WEALTH ADVISORY SERVICES, INC.
Firm details
- Headquarters
- CHESTERFIELD, Missouri
- CRD number
- 122078
- Website
- premierwealthadvservices.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals86.76%
- Corporations / Businesses13.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Premier Wealth Advisory Services, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its business mix includes insurance brokerage alongside advisory services: financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and market timing services. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Other94%
- Exchange Traded Equities6%
Contacts
1 of 1GARY CASSELL
FounderCRD 1803668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHESTERFIELD, MO
SAINT LOUIS
Location
CHESTERFIELD, MO
Headquartered in CHESTERFIELD, 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
- 16100 Chesterfield Pkwy W
- Time zone
- CT (UTC-6)
- Office locations
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