Stephen Mathias & Company, Inc.

Stephen Mathias & Company, Inc. (CRD# 117543) is a financial advisory firm headquartered in Creve Coeur, MO. They manage $6,465,211 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12655 Olive Blvd., Suite 305, Creve Coeur, MO 63141
http://www.mathiascpa.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $174,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MO

Financial Advisors at Stephen Mathias & Company, Inc.
No Advisor Found.

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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