Zemenick & Walker Inc is a large advisory firm based in St Louis. It manages $1.75 billion of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Missouri, Tennessee, and Texas.
Zemenick & Walker provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Zemenick & Walker Inc is $1.75 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Zemenick & Walker Inc for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Zemenick & Walker is high net worth individuals with 157 clients and $1.45 billion of assets under management. Among the 11 most similar advisory firms, Zemenick & Walker has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.75 billion for 215 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Zemenick & Walker doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Zemenick & Walker Inc performs its advisory services is located at 8182 Maryland Avenue, Suite 200, St Louis, MO 63105, 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 314-862-5525 or by fax 314-862-6165. The normal business hours are 8:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at zandw.com.