16091 Swingley Ridge Rd.
Suite 345
Chesterfield, Missouri 63017
Tel: 636-532-3900
ST LOUIS FINANCIAL PLANNERS INC, formally registered with the SEC as ST LOUIS FINANCIAL PLANNERS INC. The firm was established in 07/05/2018. They have over 1 offices throughout the country.
ST. LOUIS FINANCIAL PLANNERS INC. is a Chesterfield, Missouri based Financial Planning firm with nearly $5,585,951 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 9 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105511 |
| SEC# | 801-113524 |
| Assets Managed by Firm | $5,585,951 |
| No. of Clients | 36 |
| No. of Advisors | 9 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 36 | $5,585,951 |
| Individuals (other than high net worth individuals) | 22 | $5,585,951 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
Explore More Retirement Advisors in Chesterfield, Missouri