FAMILY INVESTMENT CENTER
Investment Advice|SAINT JOSEPH, MO|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$595.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 586.9M |
| Non-Discretionary | 9.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 113799 |
| SEC Number | 801-63744 |
| Street Address | 3805 BECK ROAD |
| Location | SAINT JOSEPH, MO 64506 |
| Country | United States |
| Phone | 816-233-4100 |
| Fax | 816-233-3533 |
| Total Employees | 18 |
Client Count by Type (858 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 600 |
| High Net Worth Individual… | 242 |
| Pension/Profit Sharing Pl… | 6 |
| Corporations/Businesses | 6 |
| Charitable Organizations | 4 |
Community Partners
CITY OF DE KALB
CITY OF EASTON
CITY OF ST JOSEPH
COUNTY OF BUCHANAN
TOWN OF RUSHVILLE
VILLAGE OF AGENCY
VILLAGE OF LEWIS AND CLARK
CITY OF DE KALB
CITY OF EASTON
CITY OF ST JOSEPH
COUNTY OF BUCHANAN
TOWN OF RUSHVILLE
VILLAGE OF AGENCY
VILLAGE OF LEWIS AND CLARK
CITY OF DE KALB
CITY OF EASTON
CITY OF ST JOSEPH
COUNTY OF BUCHANAN
TOWN OF RUSHVILLE
VILLAGE OF AGENCY
VILLAGE OF LEWIS AND CLARK
Municipal Government
7 Active
7
Organizations
BUCHANAN COUNTY PUBLIC WATER SUPPLY DISTRICT 1
BUCHANAN COUNTY SOIL AND WATER CONSERVATION DISTRICT
CHATAQUI PARK
COLONY HILLS FIRE DISTRICT COMMUNICATION CENTER
DEKALB FIRE PROTECTION DISTRICT
EASTON FIRE PROTECTION DISTRICT
HALLS LEVEE DISTRICT
LAKE CONTRARY FIRE DISTRICT
LAKE CONTRARY SEWER DISTRICT
MAXWELL HEIGHTS FIRE DISTRICT
ROLLING HILLS CONSOLIDATED LIBRARY DISTRICT
SAN ANTONIO FIRE PROTECTION DISTRICT
SOUTH CENTRAL BUCHANAN COUNTY FIRE PROTECTION DISTRICT
SOUTH CENTRAL BUCHANAN FIRE PROTECTION DISTRICT
SOUTH ST JOSEPH DRAINAGE AND LEVEE DISTRICT
SOUTH ST JOSEPH INDUSTRIAL SEWER DISTRICT
SOUTHWEST BUCHANAN COUNTY FIRE PROTECTION DISTRICT
ST JOSEPH AIRPORT LEVEE DISTRICT
ST JOSEPH CITY HOUSING AUTHORITY
ST JOSEPH GATEWAY TRANSPORTATION DEVELOPMENT DISTRICT
BUCHANAN COUNTY PUBLIC WATER SUPPLY DISTRICT 1
BUCHANAN COUNTY SOIL AND WATER CONSERVATION DISTRICT
CHATAQUI PARK
COLONY HILLS FIRE DISTRICT COMMUNICATION CENTER
DEKALB FIRE PROTECTION DISTRICT
EASTON FIRE PROTECTION DISTRICT
HALLS LEVEE DISTRICT
LAKE CONTRARY FIRE DISTRICT
LAKE CONTRARY SEWER DISTRICT
MAXWELL HEIGHTS FIRE DISTRICT
ROLLING HILLS CONSOLIDATED LIBRARY DISTRICT
SAN ANTONIO FIRE PROTECTION DISTRICT
SOUTH CENTRAL BUCHANAN COUNTY FIRE PROTECTION DISTRICT
SOUTH CENTRAL BUCHANAN FIRE PROTECTION DISTRICT
SOUTH ST JOSEPH DRAINAGE AND LEVEE DISTRICT
SOUTH ST JOSEPH INDUSTRIAL SEWER DISTRICT
SOUTHWEST BUCHANAN COUNTY FIRE PROTECTION DISTRICT
ST JOSEPH AIRPORT LEVEE DISTRICT
ST JOSEPH CITY HOUSING AUTHORITY
ST JOSEPH GATEWAY TRANSPORTATION DEVELOPMENT DISTRICT
BUCHANAN COUNTY PUBLIC WATER SUPPLY DISTRICT 1
BUCHANAN COUNTY SOIL AND WATER CONSERVATION DISTRICT
CHATAQUI PARK
COLONY HILLS FIRE DISTRICT COMMUNICATION CENTER
DEKALB FIRE PROTECTION DISTRICT
EASTON FIRE PROTECTION DISTRICT
HALLS LEVEE DISTRICT
LAKE CONTRARY FIRE DISTRICT
LAKE CONTRARY SEWER DISTRICT
MAXWELL HEIGHTS FIRE DISTRICT
ROLLING HILLS CONSOLIDATED LIBRARY DISTRICT
SAN ANTONIO FIRE PROTECTION DISTRICT
SOUTH CENTRAL BUCHANAN COUNTY FIRE PROTECTION DISTRICT
SOUTH CENTRAL BUCHANAN FIRE PROTECTION DISTRICT
SOUTH ST JOSEPH DRAINAGE AND LEVEE DISTRICT
SOUTH ST JOSEPH INDUSTRIAL SEWER DISTRICT
SOUTHWEST BUCHANAN COUNTY FIRE PROTECTION DISTRICT
ST JOSEPH AIRPORT LEVEE DISTRICT
ST JOSEPH CITY HOUSING AUTHORITY
ST JOSEPH GATEWAY TRANSPORTATION DEVELOPMENT DISTRICT
Special District
23 Active
23
Organizations
BUCHANAN CO R4
EAST BUCHANAN SCHOOL DIST C-1
MID-BUCHANAN SCH DIST R 5
REORGANIZED SCHOOL DISTRICT R-4 OF BUCHANAN COUNTY
SAINT JOSEPH PUBLIC SCHOOL DISTRICT
ST JOSEPH SCHOOL DISTRICT
BUCHANAN CO R4
EAST BUCHANAN SCHOOL DIST C-1
MID-BUCHANAN SCH DIST R 5
REORGANIZED SCHOOL DISTRICT R-4 OF BUCHANAN COUNTY
SAINT JOSEPH PUBLIC SCHOOL DISTRICT
ST JOSEPH SCHOOL DISTRICT
BUCHANAN CO R4
EAST BUCHANAN SCHOOL DIST C-1
MID-BUCHANAN SCH DIST R 5
REORGANIZED SCHOOL DISTRICT R-4 OF BUCHANAN COUNTY
SAINT JOSEPH PUBLIC SCHOOL DISTRICT
ST JOSEPH SCHOOL DISTRICT
School District
6 Active
6
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TH DISTRICT DEPARTMENT OF MISSOURI OF THE AMERICAN LEGION
6918TH CORPORATION
AB BROWN CHARITABLE TRUST
A BUMS CHARITIES INC
Adath Joseph Cemetery Fund
AGENCY CEMETERY ASSOCIATION
AGENCY COMMUNITY CENTER INC
ALANO CLUB OF ST JOSEPH MO INC
ALBEE FARM
ALBRECHT-KEMPER MUSEUM OF ART
ALBRECHT KEMPER MUSEUM OF ART FDN
ALLIED ARTS COUNCIL
ALPHA DELTA KAPPA SORORITY INC
ALPHA GAMMA DELTA FRATERNITY
ALPHA GAMMA SIGMA
ALPHA KAPPA PSI FRATERNITY
ALPHA KAPPA PSI PROFESSIONAL FRATERNITY
AMALGAMATED TRANSIT UNION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TH DISTRICT DEPARTMENT OF MISSOURI OF THE AMERICAN LEGION
6918TH CORPORATION
AB BROWN CHARITABLE TRUST
A BUMS CHARITIES INC
Adath Joseph Cemetery Fund
AGENCY CEMETERY ASSOCIATION
AGENCY COMMUNITY CENTER INC
ALANO CLUB OF ST JOSEPH MO INC
ALBEE FARM
ALBRECHT-KEMPER MUSEUM OF ART
ALBRECHT KEMPER MUSEUM OF ART FDN
ALLIED ARTS COUNCIL
ALPHA DELTA KAPPA SORORITY INC
ALPHA GAMMA DELTA FRATERNITY
ALPHA GAMMA SIGMA
ALPHA KAPPA PSI FRATERNITY
ALPHA KAPPA PSI PROFESSIONAL FRATERNITY
AMALGAMATED TRANSIT UNION
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TH DISTRICT DEPARTMENT OF MISSOURI OF THE AMERICAN LEGION
6918TH CORPORATION
AB BROWN CHARITABLE TRUST
A BUMS CHARITIES INC
Adath Joseph Cemetery Fund
AGENCY CEMETERY ASSOCIATION
AGENCY COMMUNITY CENTER INC
ALANO CLUB OF ST JOSEPH MO INC
ALBEE FARM
ALBRECHT-KEMPER MUSEUM OF ART
ALBRECHT KEMPER MUSEUM OF ART FDN
ALLIED ARTS COUNCIL
ALPHA DELTA KAPPA SORORITY INC
ALPHA GAMMA DELTA FRATERNITY
ALPHA GAMMA SIGMA
ALPHA KAPPA PSI FRATERNITY
ALPHA KAPPA PSI PROFESSIONAL FRATERNITY
AMALGAMATED TRANSIT UNION
Nonprofit Organization
596 Active
596
Organizations
Community Partners86 organizations
CITY OF DE KALB
Municipal Government·DE KALB
CITY OF EASTON
Municipal Government·EASTON
TOWN OF RUSHVILLE
Municipal Government·RUSHVILLE
VILLAGE OF AGENCY
Municipal Government·AGENCY
VILLAGE OF LEWIS AND CLARK
Municipal Government·RUSHVILLE
BUCHANAN COUNTY PUBLIC WATER SUPPLY DISTRICT 1
Special District·RUSHVILLE
CHATAQUI PARK
Special District·PLATTSBURG
COLONY HILLS FIRE DISTRICT COMMUNICATION CENTER
Special District·SAINT JOSEPH
EASTON FIRE PROTECTION DISTRICT
Special District·EASTON
HALLS LEVEE DISTRICT
Special District·SAINT JOSEPH
LAKE CONTRARY FIRE DISTRICT
Special District·SAINT JOSEPH
LAKE CONTRARY SEWER DISTRICT
Special District·SAINT JOSEPH
MAXWELL HEIGHTS FIRE DISTRICT
Special District·SAINT JOSEPH
SAN ANTONIO FIRE PROTECTION DISTRICT
Special District·SAINT JOSEPH
SOUTH CENTRAL BUCHANAN COUNTY FIRE PROTECTION DISTRICT
Special District·AGENCY
SOUTH CENTRAL BUCHANAN FIRE PROTECTION DISTRICT
Special District·AGENCY
SOUTH ST JOSEPH DRAINAGE AND LEVEE DISTRICT
Special District·SAINT JOSEPH
SOUTH ST JOSEPH INDUSTRIAL SEWER DISTRICT
Special District·SAINT JOSEPH
SOUTHWEST BUCHANAN COUNTY FIRE PROTECTION DISTRICT
Special District·RUSHVILLE
ST JOSEPH AIRPORT LEVEE DISTRICT
Special District·SAINT JOSEPH
ST JOSEPH CITY HOUSING AUTHORITY
Special District·SAINT JOSEPH
ST JOSEPH GATEWAY TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT JOSEPH
ST JOSEPH PUBLIC LIBRARY
Special District·SAINT JOSEPH
TRI-COUNTY AMBULANCE DISTRICT
Special District·PLATTSBURG
TUSCANY VILLAGE TRANS DEV DISTRICT
Special District·SAINT JOSEPH
REORGANIZED SCHOOL DISTRICT R-4 OF BUCHANAN COUNTY
School District·DE KALB
SAINT JOSEPH PUBLIC SCHOOL DISTRICT
School District·SAINT JOSEPH
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Plattsburg
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Plattsburg
4TH DISTRICT DEPARTMENT OF MISSOURI OF THE AMERICAN LEGION
Nonprofit Organization·Saint Joseph
6918TH CORPORATION
Nonprofit Organization·Gower
AB BROWN CHARITABLE TRUST
Nonprofit Organization·SAINT JOSEPH
A BUMS CHARITIES INC
Nonprofit Organization·PLATTSBURG
Adath Joseph Cemetery Fund
Nonprofit Organization·St Joseph
AGENCY CEMETERY ASSOCIATION
Nonprofit Organization·AGENCY
AGENCY COMMUNITY CENTER INC
Nonprofit Organization·AGENCY
ALANO CLUB OF ST JOSEPH MO INC
Nonprofit Organization·ST JOSEPH
ALBEE FARM
Nonprofit Organization·SAINT JOSEPH
ALBRECHT-KEMPER MUSEUM OF ART
Nonprofit Organization·SAINT JOSEPH
ALBRECHT KEMPER MUSEUM OF ART FDN
Nonprofit Organization·SAINT JOSEPH
ALLIED ARTS COUNCIL
Nonprofit Organization·SAINT JOSEPH
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·St Joseph
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Saint Joseph
ALPHA GAMMA SIGMA
Nonprofit Organization·Plattsburg
ALPHA KAPPA PSI FRATERNITY
Nonprofit Organization·St Joseph
ALPHA KAPPA PSI PROFESSIONAL FRATERNITY
Nonprofit Organization·St Joseph
AMALGAMATED TRANSIT UNION
Nonprofit Organization·Saint Joseph
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Saint Joseph
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·St Joseph
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Saint Joseph
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Saint Joseph
AMERICAN ANGUS ASSOCIATION
Nonprofit Organization·ST JOSEPH
AMERICAN ANGUS AUXILIARY
Nonprofit Organization·ST JOSEPH
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Saint Joseph
AMERICAN CHEMICAL SOCIETY KANSAS CITY
Nonprofit Organization·SAINT JOSEPH
AMERICAN DREAM FOUNDATION INC
Nonprofit Organization·SAINT JOSEPH
AMERICAN DREAM FOUNDATION INC
Nonprofit Organization·Saint Joseph
AMERICAN FAMILY CHARITIES INC
Nonprofit Organization·SAINT JOSEPH
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·SAINT JOSEPH
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·SAINT JOSEPH
AMERICAN GUILD OF ORGANISTS AGO
Nonprofit Organization·Saint Joseph
AMERICAN LEGION
Nonprofit Organization·St Joseph
AMERICAN LEGION
Nonprofit Organization·PLATTSBURG
AMERICAN LEGION AUXILIARY
Nonprofit Organization·St Joseph
AMERICAN LEGION AUXILIARY
Nonprofit Organization·ST JOSEPH
AMERICAN LEGION POST 359
Nonprofit Organization·ST JOSEPH
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·st joseph
AMERICAN SPECKLE PARK ASSOCIATION
Nonprofit Organization·ST JOSEPH
ANCIENT & ACCEPTED SCOTTISH RITE OF
Nonprofit Organization·ST JOSEPH
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA
Nonprofit Organization·ST JOSEPH
ANCIENT AND FREE ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·SAINT JOSEPH
ANCIENT AND FREE ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Saint Joseph
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·ST JOSEPH
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Rushville
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Saint Joseph
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·ST JOSEPH
ANCIENT FREE & ACCEPTED MASONS OF MISSOURI
Nonprofit Organization·Gower