PLANCORP, LLC

540 Maryville Centre Drive
Suite 105
Saint Louis, Missouri 63141-5829
Tel: 636-532-7824

About PLANCORP, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	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

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ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
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