Profusion Financial

Profusion Financial (CRD# 167003) is a financial advisory firm headquartered in Saint Louis, MO. They manage $88,383,000 in 229 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

7711 Bonhomme Ave, Ste 600, Saint Louis, MO 63105

https://www.profusion-financial.com/

By the Numbers

Total Assets Under Management

88

MILLION
Total Number of Accounts

229

ACCOUNTS
Average Account Value

$385,952

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IA, MO, TX, VA

Financial Advisors at Profusion Financial

Showing 1 - 2 of 2 top financial advisors.

Derrick E. Frost

CRD#: 5634634

7711 Bonhomme Ave, Ste 600, Saint Louis, MO 63105

Derrick Frost (CRD# 5634634) is an Investment Advisor Representative working at Profusion Financial in Saint Louis, MO and has over 14 years of experience in the finance industry.

Sadie E. Swisher

CRD#: 6334185

7711 Bonhomme Ave, Ste 600, Saint Louis, MO 63105

Sadie Swisher (CRD# 6334185) is an Investment Advisor Representative working at Profusion Financial in Saint Louis, MO and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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