Ffp Advisory Services Inc (Chesterfield)

Name: Ffp Advisory Services Inc
Address: 15455 Conway Road, Chesterfield, MO, 63017
Telephone: 636-537-1040

Ffp Advisory Services Inc is a large advisory firm based in Chesterfield. It manages $945.95 million of regulatory assets for 11,675 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Ffp Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It prepares financial plans for approximately 12,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ffp Advisory Services: assets under management

The assets under management (AUM) of Ffp Advisory Services Inc is $945.95 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $917.02 million in discretionary accounts and $28.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $183.11 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ffp Advisory Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Ffp Advisory Services Inc

Rosanne Stevens Horan has been acting as President since 1 Jan 2001. Jeffrey Lynn Yount joined the executive team most recently as the Cfo/Fn/President And Ceo Of First Financial Planners, Inc..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wesley Lyle Krebill	Stockholder	1 Feb 1985	Other	1101340
Inc. First Financial Planners	Stockholder	1 Aug 1985	75% - 100%	43-1298712
Michael Bernard Uelk	Cfo/director	1 May 1999	Other	3278956
Robin Henry Rodermund	Sr vp operations	1 Sep 1999	Other	2097379
Stephen Lawrence Koenig	Clo	1 Oct 2000	Other	4287353
Rosanne Stevens Horan	Cco/director	1 Jan 2001	Other	1286586
Gaston Guillermo Escudero	Director, first financial planners, inc.	1 Nov 2001	Other	2077442
Charles Donald Ainsworth	Director, first financial planners, inc.	1 Nov 2001	Other	2076
Christine D Haedike	Cco	1 Jan 2002	Other	2489703
Rosanne Stevens Horan	Executive vp/cco/director	1 Feb 2002	Other	1286586
Craig Allen Junkins	Ceo/president/chairman of the board	1 Feb 2002	Other	830565
Jeffrey Lynn Yount	Cfo/fn/director	1 Feb 2002	Other	4471507
Judy Raker Bruton	Clo/secretary/director	1 Feb 2002	Other	4413495
Kimberly Shaw Elliott	Clo	1 Sep 2002	Other	4540273
Robert Allan Hatton	Director, ffp advisory	1 Jan 2003	Other	1985166
Henry Leung Wong	Director, ffp advisory	1 Jan 2003	Other	725545
Robin Henry Rodermund	Director, ffp advisory	1 Aug 2003	Other	2097379
Charles Robert Snyder	Director, first financial planners, inc.	1 Oct 2003	Other	429761
Albert Michael Schlueter	Director, first financial planners, inc.	1 Mar 2004	Other	4776973
Robert Allan Hatton	Ceo,president, chief compliance officer, director, cob for ffp advisory	1 Apr 2006	Other	1985166
Jeffrey Lynn Yount	Cfo/fn/president and ceo of first financial planners, inc.	1 Sep 2006	Other	4471507

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Dominic Phillip Pisciotta	Director of first financial planners, inc.	1 Aug 1985	Other	1053562
Randall Jean Davis	Director of first financial planners, inc.	1 Feb 2001	Other	1681858
Louis Joseph Garr	Director of first financial planners, inc.	1 Feb 2001	Other	4374074
Stephen Mcnally	Director of first financial planners, inc.	1 Feb 2001	Other	4383406
Julia Louise Merrill	Director of first financial planners, inc.	1 Feb 2001	Other	4383496
Rosanne Stevens Horan	Ceo of first financial planners, inc.	1 Apr 2001	Other	1286586

Based in Chesterfield

The principal office where Ffp Advisory Services Inc performs its advisory services is located at 15455 Conway Road, Chesterfield, MO 63017, 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 636-537-1040 or by fax 636-536-4195. The normal business hours are 8:30 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ffp1.com.