540 Maryville Centre Drive
Suite 105
Saint Louis, Missouri 63141-5829
Tel: 636-532-7824
PLANCORP, LLC, formally registered with the SEC as PLANCORP, LLC. The firm was established in 01/14/1984. They have over 5 offices throughout the country.
PLANCORP, LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $6,479,677,393 assets under management, offering retirement planning & investment advisory services to 6627 clients. The firm is staffed with 81 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106599 |
SEC# | 801-20398 |
Assets Managed by Firm | $6,479,677,393 |
No. of Clients | 6627 |
No. of Advisors | 81 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6627 | $6,479,677,393 |
Individuals (other than high net worth individuals) | 642 | $256,189,647 |
High net worth individuals | 865 | $5,468,525,831 |
Pension and profit sharing plans | 44 | $259,561,653 |
Charitable organizations | 33 | $495,400,262 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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