PLANCORP, LLC
Total AUM
$9.9B
Employees
97Clients
2,367Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
540 MARYVILLE CENTRE DRIVE
SUITE 105
SAINT LOUIS
MO 63141-5829
United States
SUITE 105
SAINT LOUIS
MO 63141-5829
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
(636) 532-7824
Other Offices
10
Financials
Total AUM
$9.9B
Accounts
9,001Discretionary
$8.8B
Accounts
7,685Non-Discretionary
$1.2B
Accounts
1,316
Clients
Individual Clients
1,008AUM
$365.2M
HNW Individual Clients
1,237AUM
$8.4B
Pension/Profit Sharing Plan Clients
85AUM
$509.4M
Charitable Organization Clients
37AUM
$658.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAIAILINKSKYLAMAMDMEMNMOMSNCNENHNMNVNYORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.