ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

16091 Swingley Ridge Rd.
Suite 345
Chesterfield, Missouri 63017
Tel: 636-532-3900

About ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC, formally registered with the SEC as ST LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC. The firm was established in 04/20/2018. They have over 1 offices throughout the country.

ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC is a Chesterfield, Missouri based Financial Planning firm with nearly $188,487,676 assets under management, offering retirement planning & investment advisory services to 1059 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106999
SEC#	801-112870
Assets Managed by Firm	$188,487,676
No. of Clients	1059
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1059	$188,487,676
Individuals (other than high net worth individuals)	427	$188,487,676

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