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Greencourse Financial Advisors, LLC
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Chesterfield, Missouri
$189.3 million AUM
1 office

Greencourse Financial Advisors, LLC is based in Chesterfield, Missouri and has $189.3 million in assets under management.

Location
390 S. Woods Mill Road
Suite 250
Chesterfield, MO 63017
Contact
$189.3 million
AUM
4
Employees
AUM Share
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$189,338,061
Assets under management
729 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 127 $48,333,399 26% $380,578
High net worth individuals 68 $140,459,125 74% $2,065,575
Pension and profit sharing plans 1 $545,537 0% $545,537
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$189,338,061
Assets under management
$47,334,515
AUM per employee
$47,334,515
AUM per investment analyst
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Compensation

Greencourse Financial Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Greencourse Financial Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Firm data Share
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CRD number 290,646
SEC number 801-112095
Legal structure Limited Liability Company
Legal governance Missouri, United States
Latest ADV filing date March 10, 2020

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