James
Pieper
Krilogy
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About this Advisor
James Pieper is a financial advisor who works in Saint Louis, Missouri who has 1 year of industry experience. Pieper currently works for Krilogy. During their career, the advisor has held roles at Krilogy Financial, Moneta Group, Swiss Re, Tradebot Systems, Homoly Associates, University Of Mo Kc and University Of Il-Urbana Champaign. Pieper holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Missouri. Krilogy is a financial advisory business that has its headquarters in Saint Louis, MO. It has offices in two locations and a total of 56 employees. It manages $2 billion in total assets across its 5,990 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 5,990 accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Krilogy most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Krilogy Brokerage Details
$1,843,806,481
56
5,990
$307,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Pieper Work History
James has been registered as a financial advisor for 1 years.*
Krilogy Financial
Moneta Group
Swiss Re
Tradebot Systems
Homoly Associates
University Of Mo Kc
University Of Il-Urbana Champaign
*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 James Pieper 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 Krilogy
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Durham, NC
Saint Louis, MO
Saint Louis, MO
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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