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Plaza Advisory Group

EST. AUM
$800,000,000

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3

CLIENT ACCOUNTS

Firm Details

Metro area St. Louis
CRD Number
Website stewardpartners.com
Client types

Overview

Plaza Advisory Group is an $800M RIA in St. Louis, Missouri. Tom Briggs and Andrew Briggs are one of the teams within the firm. They are active across equities and fixed income, some liquid alts but no private alternatives. They are associated with City National Rochdale's managed portfolios for their clients as well as using funds that are available on the Raymond James platform thru Steward Partners. Allocate to active equity, fixed income and liquid alternative managers.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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