FINANCIAL & TAX ARCHITECTS, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 119169). Regulatory assets under management: $506.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| David Scott Brooks | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Gordon Christopher Haave | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Paul Werner Felsch | CHIEF COMPLIANCE OFFICER & LEGAL COUNSEL | — |
| POMBRA MANOJ KUMAR | CHIEF COMPLIANCE OFFICER | — |
| FRONTCZAK STEVEN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| HAAVE GORDON CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| WRISBERG CATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | — |
| BROOKS DAVID SCOTT | CHIEF EXECUTIVE OFFICER; PRESIDENT; SHAREHOLDER | — |
| CLAUS ANDREW VINCENT | CHIEF OPERATING OFFICER | — |
| CASELLA GISELLE | CHIEF COMPLIANCE OFFICER | — |
| ROGERS JAMES RAY | CHIEF OPERATING OFFICER | — |
Showing 15 of 21 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| PLANO | TX | 6 | (972) 833-6326 |
| MURFREESBORO | TN | 3 | (615) 649-5494 |
| ROLLING MEADOWS | IL | 3 | (312) 600-4082 |
| FLORENCE | SC | 2 | 843-942-0447 |
| TULSA | OK | 2 | 918-932-1272 |
| EDMOND | OK | 2 | 405-726-9292 |
| OAK BROOK | IL | 2 | (312) 600-4082 |
| NASHVILLE | TN | 2 | 615-649-5494 |
| LAS VEGAS | NV | 1 | 702-279-6200 |
| — | — | 1 | 865-310-1148 |
| OVERLAND PARK | KS | 1 | 913-258-2727 |
| NEWPORT BEACH | CA | 1 | 949-842-6766 |
| VALENCIA | CA | 1 | 661-478-1142 |
| — | — | 1 | 616-460-1585 |
| EDWARDSVILLE | IL | 1 | (618) 619-2281 |