ROBERT A. ALMONY, JR. LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
COLUMBIA, Missouri
CRD number
159834
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Robert A. Almony, JR. LLC is a small, domestic limited liability company that identifies its primary business activities as accounting and the provision of financial planning services. The firm operates on an hourly-fee basis rather than an asset-based advisory model. It is classified as "unclassified" in the available data and is not listed as a capital allocator. The record shows no indication of active ESG investing, multi-state adviser status, pension consulting, or affiliation with a related adviser. No SEC registration year is provided.

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

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ROBERT ALMONY

    OwnerCRD 3853

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

COLUMBIA, MO

BOONE

Location

COLUMBIA, MO

Headquartered in COLUMBIA, MO, anchoring the Columbia-Moberly-Mexico, MO metro in the Midwest.

Metro area
Columbia-Moberly-Mexico, MO
Region
Midwest
County
BOONE
Address
301 Rothwell Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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