THE WORLEY BANKS GROUP, LLC
THE WORLEY BANKS GROUP, LLC of CREVE COEUR, MO is an SEC-registered investment adviser (CRD 306890). Regulatory assets under management: $184.3M.
Registration
- CRD: 306890
- SEC file number: 801-118683
- Type: Registered investment adviser
- Location: 6 CITYPLACE DRIVE, SUITE 460, CREVE COEUR, MO, 63141
- Phone: 314-530-2700
- Latest filing: 2026-02-27
- Regulatory AUM: $184.3M
- Discretionary AUM: $183.9M
- Non-discretionary AUM: $423K
- Clients: 3
- Accounts: 768
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Other.
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| Timothy Joseph Banks | MANAGING MEMBER / CCO | — |
| BANKS ROBERT JOSEPH | MANAGING MEMBER / CCO | — |
| WORLEY DAVID HOLT | MANAGING MEMBER | — |
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