Financial & Tax Architects, LLC
Financial & Tax Architects, LLC (CRD# 119169) is a financial advisory firm headquartered in Saint Louis, MO. They manage $378,886,034 in 3,775 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management379MILLION
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Total Number of Accounts3,775ACCOUNTS
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Average Account Value$100,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA
Anthony Gitcho (CRD# 7356768) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.
Alan Johnson (CRD# 2561928) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Largo, MD and has over 27 years of experience in the finance industry.
Erion Kafazi (CRD# 7686163) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Sean Kenney (CRD# 7803476) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Catherine Loquet (CRD# 3021480) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Costa Mesa, CA and has over 26 years of experience in the finance industry.
Nicholas Rothrock (CRD# 7854823) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Murfreesboro, TN and has 1 year of experience in the finance industry.
Benjamin Rucker (CRD# 406697) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Largo, MD and has over 39 years of experience in the finance industry.
William Smith (CRD# 2108204) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
Mia Sulak (CRD# 6464577) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Agoura Hills, CA and has 1 year of experience in the finance industry.
Daniel Upchurch (CRD# 7775711) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.