Financial & Tax Architects, Inc.
Financial & Tax Architects, Inc. (CRD# 119169) is a financial advisory firm headquartered in Saint Louis, MO. They manage $2,960,333 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$92,510
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
David Brooks (CRD# 1920936) is an Investment Advisor Representative working at Financial & Tax Architects, Inc. in Saint Louis, MO and has over 28 years of experience in the finance industry.