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The Worley Banks Group, LLC

● SEC registered since 2020CRD 306890SEC# 801-118683Creve Coeur, MO
Export (members)
Reg. AUM
$164.5M
Employees
3
Accounts
804
Location
Creve Coeur, MO

The Worley Banks Group, LLC assets under management

The Worley Banks Group, LLC operates as an SEC-registered investment adviser based in Creve Coeur, MO. The firm has been registered since 2020. It reports $164.5 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/worley-banksView on SEC.gov ↗

The Worley Banks Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Joseph Banks ControlManaging Member / CcoOver 75%2020

Frequently asked questions

How much does The Worley Banks Group, LLC manage?

The Worley Banks Group, LLC reports $164.5 million in regulatory assets under management on its Form ADV.

How many employees does The Worley Banks Group, LLC have?

The Worley Banks Group, LLC reports 3 employees.

Where is The Worley Banks Group, LLC located?

The Worley Banks Group, LLC is based in Creve Coeur, MO and has been SEC-registered since 2020.

Does The Worley Banks Group, LLC disclose fund performance?

The Worley Banks Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6 Cityplace Drive, Suite 460, Creve Coeur, MO 63141
Phone314-530-2700
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$164.5M
Non-discretionary$0
Total (RAUM)$164.5M