Missouri Valley Partners, Inc. (St. Louis)


Missouri Valley Partners, Inc. is a large advisory firm based in St. Louis. It manages $949.54 million of regulatory assets for 213 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Missouri Valley Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Missouri Valley Partners: assets under management

The assets under management (AUM) of Missouri Valley Partners, Inc. is $949.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $949.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Missouri Valley Partners, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Missouri Valley Partners, Inc.

Dennis Albert Nahnsen has been acting as President since 1 Aug 2000. Robert Anthony has served as the Chief Investment Officer since 1 Aug 2000. Elizabeth Anne Watkins joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
First Bank Shareholder 1 Aug 2000 75% - 100% 43-0231490
Dennis Albert Nahnsen President 1 Aug 2000 Other 2335987
Ralph Waldo Websteer Chief operating officer 1 Aug 2000 Other 1623038
Robert Anthony Chief investment officer 1 Aug 2000 Other 1620134
Gregory Glidden Director of research 1 Aug 2000 Other 1623764
Ralph Waldo Webster Chief operating officer 1 Aug 2000 Other 1623038
Robert Joseph Anthony Chief investment officer 1 Aug 2000 Other 1620134
Gregory Alan Glidden Director of research 1 Aug 2000 Other 1623764
Thomas Lawrence Pellett Chief compliance officer 1 Oct 2006 Other 2240015
Gregory Alan Glidden President 1 Apr 2008 Other 1623764
Adelbert Ayars Francis Director of research 1 Apr 2008 Other 4517553
Steven Frederick Schepman Director 1 Apr 2008 Other 3261725
Jo Ann Mary Dotson Chief compliance officer 1 Oct 2008 Other 2240015
Stifel Financial Corporation Shareholder 1 Apr 2010 75% - 100% 43-1274600
Matthew Spencer Maclean Chief compliance officer 1 Mar 2014 Other 5115583
Scott Allen Roberts President 1 Mar 2014 Other 2706025
Elizabeth Anne Watkins Chief compliance officer 1 Apr 2014 Other 2272542

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. First Banks Shareholder 1 Jan 1985 75% - 100% 43-1175538
James F. Dierberg Living Trust (James F. Dierberg Trustee) Shareholder of class a conv. adj. rate pfd. and class b non-conv. adj. rate pfd. 1 Oct 1985 75% - 100% xxx-xx-xxxx
Inc. First Banks Shareholder 1 Dec 2000 75% - 100% 43-1175538
The San Francisco Company Shareholder 1 Dec 2002 75% - 100% 94-3071255

Based in St. Louis

The principal office where Missouri Valley Partners, Inc. performs its advisory services is located at 501 North Broadway, St. Louis, MO 63102, which is also the mailing address of the firm. An additional office of the firm is in Pearl River, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-342-7400 or by fax 314-342-7413. The normal business hours are 7:30 a.m. to 4:30 p.m. on Monday - Friday.