Wedgewood Partners, Inc.
Wedgewood Partners, Inc. (CRD# 21923) is a financial advisory firm headquartered in Saint Louis, MO. They manage $464,563,491 in 380 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management465MILLION
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Total Number of Accounts380ACCOUNTS
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Average Account Value$1,222,536
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, CA, CO, CT, FL, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, PA, SC, TX, VA, WA
Steven Kaufmann (CRD# 5233393) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 17 years of experience in the finance industry.
Michael Quigley (CRD# 4581494) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 21 years of experience in the finance industry.
David Rolfe (CRD# 1475135) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.
Christopher Jersan (CRD# 7462215) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry.