Kendall
Young

Cauble & Harre Wealth Management, Inc

CRD#5081598
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kendall Young is a financial advisor based in Saint Louis, Missouri, working with Cauble & Harre Wealth Management, Inc. Kendall has previously held positions at Matter Family Office and Cauble & Harre Wealth Management, Inc. Kendall is registered to provide services in Missouri and Texas. Currently, Kendall is part of Cauble & Harre Wealth Management, Inc, which operates out of Saint Louis, Missouri. The firm has 3 employees and manages assets totaling $236.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cauble & Harre Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12977 North 40 Drive Suite 213
Saint Louis, MO 63141

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Cauble & Harre Wealth Management, Inc Brokerage Details

Total Assets Under Management

$236,633,389

MO Average: $11,469,110,461
Total Number of Employees

3

MO Average: 458
Total Number of Accounts

433

MO Average: 33,415
Average Account Size

$546,497

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kendall Young Work History

2019 - Present (5 years)

Cauble & Harre Wealth Management, Inc

1998 - Present (26 years)

Matter Family Office

Disclosures

Please visit the SEC profile of Kendall Young 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 Cauble & Harre Wealth Management, Inc

Elizabeth Cauble
Saint Louis, MO
Peter Harre
Saint Louis, MO
Kendall Young
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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