Bush O'donnell Investment Advisors, Inc is a large advisory firm based in St Louis. It manages $93.36 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.
Bush O'donnell Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bush O'donnell Investment Advisors, Inc is $93.36 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bush O'donnell Investment Advisors, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of William Henrytrotter Bush is high net worth individuals with 12 clients and $55.89 million of assets under management. Among the 6 most similar advisory firms, Bush O'donnell Investment Advisors has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $55.89 million for 12 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.
Bush O'donnell Investment Advisors doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
William Henrytrotter Bush has been acting as President since 1 Jun 1986. John Forrest Brown joined the executive team most recently as the Managing Director, Vp, Director.
The principal office where Bush O'donnell Investment Advisors, Inc performs its advisory services is located at 353 Marshall Avenue, Suite M, St Louis, MO 63119 1864, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-727-4555. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bushodonnell.com.