ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
  • ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 04/20/2018
Other registrations (3)
ADV Location CHESTERFIELD, MO, United States
Contact Info 636 xxxxxxx
AUM* 234,037,459 51%
of that, discretionary 234,037,459 51%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 204,400 33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

234M 201M 167M 134M 100M 67M 33M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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