Krilogy Financial LLC is a large advisory firm based in St. Louis. It manages $1.01 billion of regulatory assets for 4,732 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Arizona, California, and 23 other states.
Krilogy Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Krilogy Financial LLC is $1.01 billion. The firm's AUM has grown by 897% since the beginning of its operation, and $525 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Krilogy Financial LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Krilogy Financial is high net worth individuals with 243 clients and $686.6 million of assets under management. Among the 5 most similar advisory firms, Krilogy Financial has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.01 billion for 1,553 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Krilogy Financial doesn't advise any private funds.
The company employs 45 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 33 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Krilogy Financial LLC performs its advisory services is located at 600 Emerson Road, Ste. 110, St. Louis, MO 63141, which is also the mailing address of the firm. An additional office of the firm is in St. Peters, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-884-2800 or by fax 314-884-2819. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at krilogy.com.