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Building 2MERAMEC FINANCIAL PLANNERS, LLC

Map pinCLAYTON, MO
Phone314-579-3295
NotebookSEC #801-132213
Total AUM
$1.1B
Employees
16
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7911 FORSYTH BLVD.
SUITE 200
CLAYTON
MO 63105
United States
Operating Hours
8A-5P
Monday - Friday
Phone
314-579-3295

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,926
Discretionary
$671.2M
Accounts
1,331
Non-Discretionary
$455.7M
Accounts
595

ContactClients

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Individual Clients
202
AUM
$108.8M
HNW Individual Clients
248
AUM
$829.2M
Pension/Profit Sharing Plan Clients
24
AUM
$188.8M
Charitable Organization Clients
1
AUM
$73.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNMONC

HandshakeAffiliates

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

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