ALLOCATOR SOLUTIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $513.5M |
| Discretionary | $513.5M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $171.2M |
| Employees | 1 |
| Peak AUM | $513.5MMar 2026 |
AUM by Client Type
Total AUM
$514M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $514M | — | — | — | |
| Discretionary AUM | $514M | — | |||
Key Metrics
| Total AUM | $513.5M |
| Discretionary | $513.5M |
| Employees | 1 |
| Client Accounts | 3 |
Contact & Location
Address
8301 MARYLAND AVE.
ST LOUIS MO 63105
Phone
314 882-9442
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$514M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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