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Building 2ST. LOUIS FINANCIAL PLANNERS INC.

Map pinCHESTERFIELD, MO
Phone636-532-3900
NotebookSEC #801-113524
Total AUM
$5.7M
Employees
9
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16091 SWINGLEY RIDGE RD.
SUITE 345
CHESTERFIELD
MO 63017
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
636-532-3900

ReceiptFinancials

Total AUM
$5.7M
Accounts
35
Discretionary
$5.7M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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