MILITELLO WEALTH MANAGEMENT, L.L.C.
MILITELLO WEALTH MANAGEMENT, L.L.C. of CLAYTON, MO is an SEC-registered investment adviser (CRD 135379). Regulatory assets under management: $39.5M.
Registration
- CRD: 135379
- SEC file number: 801-64287
- Type: Registered investment adviser
- Location: 8000 MARYLAND AVENUE, SUITE 1250, CLAYTON, MO, 63105
- Phone: 314-655-2118
- Latest filing: 2012-05-31
- Regulatory AUM: $39.5M
- Discretionary AUM: $39.0M
- Non-discretionary AUM: $467K
- Clients: 1
- Accounts: 196
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| FRANZEN RONALD HENRY | CEO; CEO, CHIEF COMPLIANCE OFFICER | — |
| MILITELLO RICK JOSEPH | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| WIER JACK IRVING | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | — |
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