Aperture Financial
Firm details
- Headquarters
- Wildwood, Missouri
- CRD number
- 329481
- Website
- www.aperturefin.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aperture Financial is organized as a limited liability company domiciled in Missouri and owned by an individual principal. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed fees, indicating flexibility to serve both ongoing advisory relationships and project-based planning engagements. The firm’s profile in the source data does not identify a specific client demographic or industry niche beyond individual and small-business clients. It is not flagged as a capital allocator, multi-state adviser, pension consultant, related adviser, or an active ESG investor.
Assets & Accounts
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
Location
Wildwood, MO
Saint Louis
Location
Wildwood, MO
Headquartered in Wildwood, 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
- 1339 Shepard Rd
- Time zone
- CT (UTC-6)
- Office locations
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