Missouri Valley Partners, Inc. (St. Louis)

Missouri Valley Partners, Inc. is a large advisory firm based in St. Louis. It manages $949.54 million of regulatory assets for 213 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Missouri Valley Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Missouri Valley Partners: assets under management

The assets under management (AUM) of Missouri Valley Partners, Inc. is $949.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $949.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Missouri Valley Partners, 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.

Careers at Missouri Valley Partners, Inc.

Dennis Albert Nahnsen has been acting as President since 1 Aug 2000. Robert Anthony has served as the Chief Investment Officer since 1 Aug 2000. Elizabeth Anne Watkins joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
First Bank	Shareholder	1 Aug 2000	75% - 100%	43-0231490
Dennis Albert Nahnsen	President	1 Aug 2000	Other	2335987
Ralph Waldo Websteer	Chief operating officer	1 Aug 2000	Other	1623038
Robert Anthony	Chief investment officer	1 Aug 2000	Other	1620134
Gregory Glidden	Director of research	1 Aug 2000	Other	1623764
Ralph Waldo Webster	Chief operating officer	1 Aug 2000	Other	1623038
Robert Joseph Anthony	Chief investment officer	1 Aug 2000	Other	1620134
Gregory Alan Glidden	Director of research	1 Aug 2000	Other	1623764
Thomas Lawrence Pellett	Chief compliance officer	1 Oct 2006	Other	2240015
Gregory Alan Glidden	President	1 Apr 2008	Other	1623764
Adelbert Ayars Francis	Director of research	1 Apr 2008	Other	4517553
Steven Frederick Schepman	Director	1 Apr 2008	Other	3261725
Jo Ann Mary Dotson	Chief compliance officer	1 Oct 2008	Other	2240015
Stifel Financial Corporation	Shareholder	1 Apr 2010	75% - 100%	43-1274600
Matthew Spencer Maclean	Chief compliance officer	1 Mar 2014	Other	5115583
Scott Allen Roberts	President	1 Mar 2014	Other	2706025
Elizabeth Anne Watkins	Chief compliance officer	1 Apr 2014	Other	2272542

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. First Banks	Shareholder	1 Jan 1985	75% - 100%	43-1175538
James F. Dierberg Living Trust (James F. Dierberg Trustee)	Shareholder of class a conv. adj. rate pfd. and class b non-conv. adj. rate pfd.	1 Oct 1985	75% - 100%	xxx-xx-xxxx
Inc. First Banks	Shareholder	1 Dec 2000	75% - 100%	43-1175538
The San Francisco Company	Shareholder	1 Dec 2002	75% - 100%	94-3071255

Based in St. Louis

The principal office where Missouri Valley Partners, Inc. performs its advisory services is located at 501 North Broadway, St. Louis, MO 63102, which is also the mailing address of the firm. An additional office of the firm is in Pearl River, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-342-7400 or by fax 314-342-7413. The normal business hours are 7:30 a.m. to 4:30 p.m. on Monday - Friday.