Boone National Savings & Loan Association, F.A. (St. Louis)

Name: Boone National Savings & Loan Association, F.A.
Address: 12555 Manchester Road, St. Louis, MO, 63131
Telephone: 800-445-7224

Boone National Savings & Loan Association, F.A. is a large advisory firm based in St. Louis. It manages $866.27 million of regulatory assets for 1,465 client accounts. It has been registered with the SEC as an adviser since 2001.

Boone National Savings & Loan Association, F.A provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boone National Savings & Loan Association, F.A: assets under management

The assets under management (AUM) of Boone National Savings & Loan Association, F.A. is $866.27 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $858.54 million in discretionary accounts and $7.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $589.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $858.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boone National Savings & Loan Association, F.A. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boone National Savings & Loan Association, F.A.

Connie Mary Ann Burkhardt has been acting as President since 1 Jul 2006. Carolyn Ann Parmer joined the executive team most recently as the President And Chief Executive Officer, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William J. Lloyd	Chief lending officer	1 Oct 1985	Other	4365651
Frederick H. Kruse	President & ceo	1 Dec 1985	Other	4365650
L.L.L.P. The Jones Financial Companies	Owner	1 Jul 1995	75% - 100%	43-1450818
Loy Dale Nichols	Director	1 Sep 1995	Other	4371983
Edgar Dorsey Kincade	Vice president of operations	1 Oct 1997	Other	4365657
Matthew Alan Williams	Chief lending officer	1 Mar 2002	Other	4516880
Melissa A. Chamberlain	Vp- operations	1 Apr 2002	Other	4584480
Joseph Richard Miller	Vp-retail sales leader	1 Apr 2002	Other	4584488
Lisa Catherine Carroll	Chief compliance officer, trust company	1 Oct 2002	Other	4160226
Kenneth Edward Schutte	Director	1 Oct 2002	Other	4120222
Carolyn Ann Parmer	Principal, trust services	1 Jan 2003	Other	3169839
Carolyn Ann Parmer	President and chief executive officer, director	1 Jul 2006	Other	3169839
Kevin James Huonker	Vice president and general counsel	1 Jul 2006	Other	4436050
Christopher Wayne Moffitt	Secretary and treasurer	1 Jul 2006	Other	3256322
Connie Mary Ann Burkhardt	Director	1 Jul 2006	Other	1141947
Steven C Woods	Director	1 Jul 2006	Other	5187856

Based in St. Louis

The principal office where Boone National Savings & Loan Association, F.A. performs its advisory services is located at 12555 Manchester Road, St. Louis, MO 63131, 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 800-445-7224 or by fax 314-515-4989. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.boonenational.com.