Investment adviser · CRD 145772
GENEX CONSULTING
Investment adviser filing (IA)
TAP CONSULTING, LLC
KIRKWOOD, MO, United States · Form ADV filed Mar 28, 2025
- Regulatory AUM
- $635M Form ADV · Item 5.F
- Client accounts
- 1,880 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 178 | $398,957,355 | 62.8% |
| Individuals | 579 | $121,082,080 | 19.1% |
| Retirement plans | 14 | $59,996,732 | 9.4% |
| Government entities | Fewer than 5 | $54,923,448 | 8.6% |
Filing source
Form ADV 1933498 · Mar 28, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10900 MANCHESTER RD., SUITE 100KIRKWOOD, MO, 63122, United States
CRD 145772
Filing source
Form ADV 1933498 · Mar 28, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.