Amd Financial Services LLC (St. Louis)

Name: Amd Financial Services LLC
Address: 705 Olive Street, St. Louis, MO, 63101
Telephone: 314-655-5504

Amd Financial Services LLC is a large advisory firm based in St. Louis. It manages $179.72 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Illinois, and Missouri.

Amd Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Amd Financial Services: assets under management

The assets under management (AUM) of Amd Financial Services LLC is $179.72 million. The firm's AUM has grown by 469% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $160.49 million in discretionary accounts and $19.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $410.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $915.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amd Financial Services LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Louis

The principal office where Amd Financial Services LLC performs its advisory services is located at 705 Olive Street, St. Louis, MO 63101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-655-5504 or by fax 314-655-5506. The normal business hours are 8:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.amdfs.com.

Amd Financial Services LLC (St. Louis)

Amd Financial Services: assets under management

Fees & Commissions

Based in St. Louis

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