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MERAMEC FINANCIAL PLANNERS, LLC
CRD 335112 · SEC 801-132213
7911 FORSYTH BLVD., SUITE 200, CLAYTON, MO, 63105, United States
Phone
314-579-3295
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$671.2M
Team
16 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $108.8M |
| High net worth individuals | 248 | $829.2M |
| Pension/profit sharing plans | 24 | $188.8M |
States served
CA, IL, MN, NC, MO, FL
Official SEC filing: View on IAPD