PREMIER WEALTH ADVISORY SERVICES, INC.

RIASEC Registered
Total AUM
$13.7M
Discretionary
$13.7M
100% of AUM
Avg account
$233K
Accounts
59
Employees
1
Advisory reps
1

Firm details

Headquarters
CHESTERFIELD, Missouri
CRD number
122078
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

FINTRX

Overview

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

FINTRX

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

Asset composition

Asset composition: Other 94%, Exchange Traded Equities 6%94%
  • Other94%
  • Exchange Traded Equities6%

Contacts

1 of 1
  • GARY CASSELL

    FounderCRD 1803668

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth