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ST. LOUIS FINANCIAL PLANNERS INC.
CRD 105511 · SEC 801-113524
16091 SWINGLEY RIDGE RD., SUITE 345, CHESTERFIELD, MO, 63017, United States
Phone
636-532-3900
Fax
636-532-4308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.7M
Discretionary AUM
$5.7M
Team
9 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-11-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $5.7M |
States served
MO
All web addresses on file
Official SEC filing: View on IAPD