Active
FINANCIAL & TAX ARCHITECTS, LLC
Investment Advice|ST. LOUIS, MO
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Assets Under Management
$443M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 443.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 119169 |
| SEC Number | 801-114688 |
| Street Address | 12412 POWERSCOURT DRIVE |
| Street Address 2 | SUITE 25 |
| Location | ST. LOUIS, MO 63131 |
| Country | United States |
| Phone | 314-858-1122 |
| Fax | 314-787-1507 |
| Total Employees | 53 |
Client Count by Type (1,061 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 917 |
| High Net Worth Individual… | 134 |
| Other Investment Advisers | 10 |
Community Partners
CITY OF CAPE GIRARDEAU
CITY OF DELTA
CITY OF JACKSON
COUNTY OF CAPE GIRARDEAU
TOWN OF OAK RIDGE
TOWN OF OLD APPLETON
TOWN OF POCAHONTAS
TOWN OF WHITEWATER
VILLAGE OF ALLENVILLE
VILLAGE OF GORDONVILLE
CITY OF CAPE GIRARDEAU
CITY OF DELTA
CITY OF JACKSON
COUNTY OF CAPE GIRARDEAU
TOWN OF OAK RIDGE
TOWN OF OLD APPLETON
TOWN OF POCAHONTAS
TOWN OF WHITEWATER
VILLAGE OF ALLENVILLE
VILLAGE OF GORDONVILLE
CITY OF CAPE GIRARDEAU
CITY OF DELTA
CITY OF JACKSON
COUNTY OF CAPE GIRARDEAU
TOWN OF OAK RIDGE
TOWN OF OLD APPLETON
TOWN OF POCAHONTAS
TOWN OF WHITEWATER
VILLAGE OF ALLENVILLE
VILLAGE OF GORDONVILLE
Municipal Government
10 Active
10
Organizations
CAPE GIRARDEAU CO AND PERRY CO PUBLIC WATER SUPPLY DISTRICT 1
CAPE GIRARDEAU COUNTY PUBLIC WATER DISTRICT 2
CAPE GIRARDEAU COUNTY PUBLIC WATER SUPPLY DISTRICT 4
CAPE GIRARDEAU COUNTY SOIL AND WATER CONSERVATION DISTRICT
CAPE GIRARDEAU COUNTY TRANSIT AUTHORITY
CAPE GIRARDEAU DRAINAGE DISTRICT 1
CAPE GIRARDEAU PUBLIC LIBRARY DISTRICT
CAPE GIRAREAU COUNTY PUBLIC WATER SUPPLY DISTRICT 5
CAPE SPECIAL ROAD DISTRICT
DELTA FIRE PROTECTION DISTRICT
EAST COUNTY AREA FIRE PROTECTION DISTRICT
FRUITLAND AREA FIREMAN FUND
FRUITLAND FIRE PROTECTION DISTRICT
GORDONVILLE FIRE DISTRICT
GREATER CAPE GIRARDEAU INDS PARK SEWER DISTRICT
LITTLE RIVER DRAINAGE DISTRICT
MIDAMERICA CROSSINGS TDD
MILLERSVILLE RURAL FIRE PROTECTION DISTRICT
NORTH CAPE COUNTY RURAL FIRE PROTECTION DISTRICT
PUBLIC WATER SUPPLY DIST NO 5 OF CAPE GIRARDEAU
CAPE GIRARDEAU CO AND PERRY CO PUBLIC WATER SUPPLY DISTRICT 1
CAPE GIRARDEAU COUNTY PUBLIC WATER DISTRICT 2
CAPE GIRARDEAU COUNTY PUBLIC WATER SUPPLY DISTRICT 4
CAPE GIRARDEAU COUNTY SOIL AND WATER CONSERVATION DISTRICT
CAPE GIRARDEAU COUNTY TRANSIT AUTHORITY
CAPE GIRARDEAU DRAINAGE DISTRICT 1
CAPE GIRARDEAU PUBLIC LIBRARY DISTRICT
CAPE GIRAREAU COUNTY PUBLIC WATER SUPPLY DISTRICT 5
CAPE SPECIAL ROAD DISTRICT
DELTA FIRE PROTECTION DISTRICT
EAST COUNTY AREA FIRE PROTECTION DISTRICT
FRUITLAND AREA FIREMAN FUND
FRUITLAND FIRE PROTECTION DISTRICT
GORDONVILLE FIRE DISTRICT
GREATER CAPE GIRARDEAU INDS PARK SEWER DISTRICT
LITTLE RIVER DRAINAGE DISTRICT
MIDAMERICA CROSSINGS TDD
MILLERSVILLE RURAL FIRE PROTECTION DISTRICT
NORTH CAPE COUNTY RURAL FIRE PROTECTION DISTRICT
PUBLIC WATER SUPPLY DIST NO 5 OF CAPE GIRARDEAU
CAPE GIRARDEAU CO AND PERRY CO PUBLIC WATER SUPPLY DISTRICT 1
CAPE GIRARDEAU COUNTY PUBLIC WATER DISTRICT 2
CAPE GIRARDEAU COUNTY PUBLIC WATER SUPPLY DISTRICT 4
CAPE GIRARDEAU COUNTY SOIL AND WATER CONSERVATION DISTRICT
CAPE GIRARDEAU COUNTY TRANSIT AUTHORITY
CAPE GIRARDEAU DRAINAGE DISTRICT 1
CAPE GIRARDEAU PUBLIC LIBRARY DISTRICT
CAPE GIRAREAU COUNTY PUBLIC WATER SUPPLY DISTRICT 5
CAPE SPECIAL ROAD DISTRICT
DELTA FIRE PROTECTION DISTRICT
EAST COUNTY AREA FIRE PROTECTION DISTRICT
FRUITLAND AREA FIREMAN FUND
FRUITLAND FIRE PROTECTION DISTRICT
GORDONVILLE FIRE DISTRICT
GREATER CAPE GIRARDEAU INDS PARK SEWER DISTRICT
LITTLE RIVER DRAINAGE DISTRICT
MIDAMERICA CROSSINGS TDD
MILLERSVILLE RURAL FIRE PROTECTION DISTRICT
NORTH CAPE COUNTY RURAL FIRE PROTECTION DISTRICT
PUBLIC WATER SUPPLY DIST NO 5 OF CAPE GIRARDEAU
Special District
23 Active
23
Organizations
CAPE GIRARDEAU PUBLIC SCH DIST 63
CHAFFEE R-2 SCHOOL DISTRICT
DELTA REORG SCH DIST 5
JACKSON SCH DIST R 2
NELL HOLCOMB SCH DIST R4
OAK RIDGE SCH DIST R 6
CAPE GIRARDEAU PUBLIC SCH DIST 63
CHAFFEE R-2 SCHOOL DISTRICT
DELTA REORG SCH DIST 5
JACKSON SCH DIST R 2
NELL HOLCOMB SCH DIST R4
OAK RIDGE SCH DIST R 6
CAPE GIRARDEAU PUBLIC SCH DIST 63
CHAFFEE R-2 SCHOOL DISTRICT
DELTA REORG SCH DIST 5
JACKSON SCH DIST R 2
NELL HOLCOMB SCH DIST R4
OAK RIDGE SCH DIST R 6
School District
6 Active
6
Organizations
30552 REDHAWKS OPTIMIST CLUB SE MO
320 CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 Sight Counseling
573 RUGBY FOUNDATION
AAF CAPE GIRARDEAU
ABUNDANT AND FREE MINISTRIES INC
ACTING OUT
AGING MATTERS
30552 REDHAWKS OPTIMIST CLUB SE MO
320 CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 Sight Counseling
573 RUGBY FOUNDATION
AAF CAPE GIRARDEAU
ABUNDANT AND FREE MINISTRIES INC
ACTING OUT
AGING MATTERS
30552 REDHAWKS OPTIMIST CLUB SE MO
320 CLUB INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 Sight Counseling
573 RUGBY FOUNDATION
AAF CAPE GIRARDEAU
ABUNDANT AND FREE MINISTRIES INC
ACTING OUT
AGING MATTERS
Nonprofit Organization
574 Active
574
Organizations
Community Partners89 organizations
CITY OF DELTA
Municipal Government·DELTA
CITY OF JACKSON
Municipal Government·JACKSON
TOWN OF OAK RIDGE
Municipal Government·OAK RIDGE
TOWN OF OLD APPLETON
Municipal Government·OLD APPLETON
TOWN OF POCAHONTAS
Municipal Government·POCAHONTAS
TOWN OF WHITEWATER
Municipal Government·WHITEWATER
VILLAGE OF ALLENVILLE
Municipal Government·CHAFFEE
VILLAGE OF GORDONVILLE
Municipal Government·GORDONVILLE
CAPE GIRARDEAU CO AND PERRY CO PUBLIC WATER SUPPLY DISTRICT 1
Special District·JACKSON
CAPE GIRARDEAU COUNTY PUBLIC WATER DISTRICT 2
Special District·MILLERSVILLE
CAPE GIRARDEAU COUNTY PUBLIC WATER SUPPLY DISTRICT 4
Special District·GORDONVILLE
CAPE GIRARDEAU COUNTY TRANSIT AUTHORITY
Special District·CAPE GIRARDEAU
CAPE SPECIAL ROAD DISTRICT
Special District·CAPE GIRARDEAU
DELTA FIRE PROTECTION DISTRICT
Special District·DELTA
FRUITLAND AREA FIREMAN FUND
Special District·JACKSON
FRUITLAND FIRE PROTECTION DISTRICT
Special District·POCAHONTAS
GREATER CAPE GIRARDEAU INDS PARK SEWER DISTRICT
Special District·CAPE GIRARDEAU
MIDAMERICA CROSSINGS TDD
Special District·ST. LOUIS
MILLERSVILLE RURAL FIRE PROTECTION DISTRICT
Special District·MILLERSVILLE
NORTH CAPE COUNTY RURAL FIRE PROTECTION DISTRICT
Special District·OAK RIDGE
PUBLIC WATER SUPPLY DIST NO 5 OF CAPE GIRARDEAU
Special District·CAPE GIRARDEAU
SOUTH K TDD
Special District·ST. LOUIS
WHITEWATER FIRE PROTECTION DISTRICT
Special District·WHITEWATER
CHAFFEE R-2 SCHOOL DISTRICT
School District·CHAFFEE
30552 REDHAWKS OPTIMIST CLUB SE MO
Nonprofit Organization·Cape Girardeau
320 CLUB INC
Nonprofit Organization·Cape Girardeau
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·JACKSON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jackson
4 Sight Counseling
Nonprofit Organization·Cape Girardeau
573 RUGBY FOUNDATION
Nonprofit Organization·Cape Girardeau
AAF CAPE GIRARDEAU
Nonprofit Organization·Cape Girardeau
ABUNDANT AND FREE MINISTRIES INC
Nonprofit Organization·Cape Girardeau
ACTING OUT
Nonprofit Organization·CAPE GIRARDEAU
AGING MATTERS
Nonprofit Organization·CAPE GIRARDEAU
AHNIYVWIYA INC
Nonprofit Organization·Cape Girardeau
AIRCRAFT OWNERS & PILOTS CLUB
Nonprofit Organization·Cape Girardeau
ALL WRITE NOW ANNUAL CONFERENCE
Nonprofit Organization·Cape Girardeau
ALPHA CHI SIGMA FRATERNITY COLLEGIATE CHAPTER
Nonprofit Organization·Cape Girardeau
ALPHA EPSILON DELTA
Nonprofit Organization·Cape Girardeau
ALPHA KAPPA EDUCATIONAL FOUNDATION
Nonprofit Organization·Cape Girardeau
ALPHA KAPPA PSI FRATERNITY
Nonprofit Organization·Cape Girardeau
ALPHA XI DELTA BUILDING CORPORATION OF CAPE GIRARDEAU MISSOURI
Nonprofit Organization·Jackson
AMATEUR ATHELTIC UNION OF THE UNITED STATES
Nonprofit Organization·Cape Girardeau
AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Cape Girardeau
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Cape Girardeau
AMERICAN LEGION AUXILIARY
Nonprofit Organization·JACKSON
AMERICAN LEGION AUXILIARY 389 AUBUC
Nonprofit Organization·CHAFFEE
AMERICAN LEGION POST 158
Nonprofit Organization·JACKSON
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Cape Girardeau
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Cape Girardeau
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·JACKSON
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Chaffee
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Cape Girardeau
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Jackson
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Jackson
ARTS COUNCIL OF SOUTHEAST MISSOURI
Nonprofit Organization·CAPE GIRARDEAU
ASSOCIATION FOR PERSONS WITH
Nonprofit Organization·CAPE GIRARDEAU
ASTRONOMICAL ASSOCIATION OF SOUTHEAST MISSOURI
Nonprofit Organization·Cape Girardeau
AUTHENTIC VOICES
Nonprofit Organization·Cape Girardeau
AUTISM AWARENESS OF SOUTHEAST MISSOURI
Nonprofit Organization·Jackson
AUXILIARY OF THE UNITED TRANSPORTATION UNION
Nonprofit Organization·CHAFFEE
BADGES GIVE BACK
Nonprofit Organization·Millersville
BAPTIST STUDENT CENTER OF SOUTHEAST
Nonprofit Organization·CAPE GIRARDEAU
BELIEVING BEYOND - THE NOLAN WEBER FOUNDATION
Nonprofit Organization·Jackson