St. Louis Financial Planners Asset Management, LLC

RIASEC Registered

Total AUM

$234M

Discretionary

$234M

100% of AUM

Avg account

$204K

Accounts

1,145

Employees

2

Advisory reps

3

Firm details

Headquarters: Chesterfield, Missouri
CRD number: 106999
Registered since: April 20, 2018
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

St. Louis Financial Planners Asset Management, LLC is an independent, owner-operated RIA organized as an LLC that provides fee-based portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2018) and charges advisory fees as a percentage of assets under management. In addition to discretionary portfolio management, the firm is engaged in other financial product sales and is not characterized as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 9

Active vs passive

$211M in ETFs

Passive

100%

$211M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ)	Invesco	Passive	Target Maturity	$54.1M	2,763,842	25.66%

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Primary office

Chesterfield, MO

Saint Louis

Location

Chesterfield, MO

Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 16091 Swingley Ridge Rd
Time zone: CT (UTC-6)
Office locations

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