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ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
CRD 106999 · SEC 801-112870
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
$234.0M
Discretionary AUM
$234.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 446 | $234.0M |
States served
IL, MO, TX, FL
Official SEC filing: View on IAPD