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KRILOGY
KRILOGY FINANCIAL LLC
CRD 149046 · SEC 801-69838
275 N. LINDBERGH, STE. 20, ST. LOUIS, MO, 63141, United States
Phone
314-884-2800
Fax
314-884-2819
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.20B
Discretionary AUM
$4.68B
Team
103 total employees; 65 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1940 | $659.0M |
| High net worth individuals | 1121 | $3.75B |
| Pension/profit sharing plans | 132 | $733.7M |
| Corporations/business entities | 11 | $38.3M |
States served
AL, AZ, AR, CA, DC, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://TWITTER.COM/KRILOGY
- HTTPS://WWW.KRILOGY.COM
- HTTPS://WWW.FACEBOOK.COM/KRILOGY/
- https://www.linkedin.com/company/krilogy-financial/mycompany/
- https://www.facebook.com/kplansonline
- https://www.linkedin.com/company/kplans/
- https://www.krilogyportfoliosolutions.com
- https://www.kplansonline.com
- https://www.instagram.com/krilogy_stl/
Official SEC filing: View on IAPD