BKD Wealth Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
BKD Wealth Advisors LLC
CRD #110905
SEC #801-56928
CIK #1352864
AUM $3.2 BB (94% Disc, 100% US)
Employees69 (64% Investors, 0% Brokers)
Phone417-866-5822
Address910 East St Louis St
Springfield, MO 65806
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
VTI301.6
VEU146.4
CASH776.2103.0
IVV55.1
SCHB32.9
PRF27.5
JKHY10,300.021.6
IVE20.5
IXUS15.7
CWI14.2
View All
Holdings by Sector ($)
1.10.90.70.40.20.02014201620182020
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Gryphon International Investment Corporation
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Edwards AG Trust Co FSB
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