THE WORLEY BANKS GROUP, LLC
CRD #306890 SEC #801-118683 CREVE COEUR, MO 314-530-2700
SEC Registered
Total AUM
$164.5M
Discretionary
$164.5M
Employees
3
Clients
0
Accounts
804
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $164.5M | $164.5M | $0 | 3 | 0 |
| Mar 2024 | $142.7M | $142.7M | $0 | 4 | 0 |
| Mar 2023 | $188.2M | $188.2M | $0 | 3 | 0 |
| Jun 2022 | $182.5M | $182.5M | $0 | 5 | 0 |
| May 2022 | $182.5M | $182.5M | $0 | 5 | 0 |
| Mar 2022 | $188M | $170M | $18M | 5 | 0 |
| Jan 2021 | $160M | $160M | $0 | 5 | 175 |
| Jan 2021 | $128M | $128M | $0 | 4 | 0 |
| Aug 2020 | $128M | $128M | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
| May 2020 | $0 | $0 | $0 | 4 | 0 |
| Apr 2020 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$188M
Discretionary$170M
Non-Disc.$18M
Employees5
Clients0
DateJan 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients175
DateJan 2021
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0