Erion
Kafazi
Financial & Tax Architects, LLC
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About this Advisor
Erion Kafazi is a financial advisor based in Saint Louis, Missouri. Kafazi is an employee of Financial & Tax Architects, LLC. Over the course of their career, Kafazi has held roles at Zike LTD, Dunkin Donuts, Doubletree By Hilton Hotel, Globe Life Liberty National Division: Tony Difilippo Agency and Financial & Tax Architects. Kafazi maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Missouri. Financial & Tax Architects, LLC is an advisory company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in six locations and a total of 26 people on staff. It manages $317 million in assets under management across its 3,059 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 3,059 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Financial & Tax Architects, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial & Tax Architects, LLC Brokerage Details
$317,160,000
26
3,059
$103,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Erion Kafazi Work History
Erion has been registered as a financial advisor for 0 years.*
Financial & Tax Architects
Globe Life Liberty National Division: Tony Difilippo Agency
Dunkin Donuts
Doubletree By Hilton Hotel
Zike LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erion Kafazi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial & Tax Architects, LLC
Saint Louis, MO
Overland Park, KS
Upper Marlboro, MD
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Edina, MN
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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