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| Happy Holidays!! thanks for using AUM13F!! |
| The Worley Banks Group LLC
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|---|---|
| CRD # | 306890 |
| SEC # | 801-118683 |
| CIK # | |
| AUM | $164.5 M (2025-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 314-530-2700 |
| Address | 6 Cityplace Drive Creve Coeur, MO 63141 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 74.9 |
| (b) Individuals (high net worth individuals) | 52 | 84.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 164.5 |
| By Discretionary | ||
| Discretionary | 804 | 164.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 804 | 164.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.5 | |
| Total | 804 | 164.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pomona Wealth Management LLC
✚
|
WA | 0.2 |
|
Lifetime Wealth Management LLC
✚
|
0.2 | |
|
Innis Investments LLC
✚
|
0.2 | |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |
|
T2 Asset Management LLC
✚
|
IL | 0.2 |
|
Scott W Hancock
✚
|
0.2 | |
|
Logic Wealth Management LLC
✚
|
CA | 0.2 |
|
RMR Capital Management LLC
✚
|
CA | 0.2 |
|
Frank Financial Services
✚
|
CA | 0.2 |
|
Oakmont Investment Advisors Inc
✚
|
PA | 0.2 |