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MODERN DOLLAR PLANNING, LLC
CRD 174695 · SEC 801-128613
1807 PARK AVENUE, ST. LOUIS, MO, 63104, United States
Phone
314-827-5852
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.1M
Discretionary AUM
$159.1M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $44.2M |
| High net worth individuals | 49 | $114.9M |
States served
CA, IL, MO, TX
All web addresses on file
Official SEC filing: View on IAPD