AB
CFP
AB
CFP

Aaron Michael Bosch

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

100 South Brentwood Blvd., St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
December 2021 - Present · 4 yrs 2 mos
State Registrations2 states
ILMO
Advisor
Exams
No exam information available for this advisor.
Aaron Michael Bosch - Financial Advisor | TrueAdvisor