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PORTICO WEALTH MANAGEMENT, LLC.

EIN 92-1724500-financial services-Latest filing 2024
Plans
1
Retirement
1
$169K assets
Welfare
0
Participants
5
231 S. BEMISTON AVE., SUITE 550 - CLAYTON, MO 63105314-807-3111porticowm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$169K - 5 part

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Retirement#001

PORTICO WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$169K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTICO WEALTH MANAGEMENT 401(K) PLAN401k$169K52024
Retirement plans
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