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Building 2PLANCORP, LLC

Map pinSAINT LOUIS, MO
Phone(636) 532-7824
NotebookSEC #801-20398
Total AUM
$9.9B
Employees
97
Clients
2,367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
540 MARYVILLE CENTRE DRIVE
SUITE 105
SAINT LOUIS
MO 63141-5829
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
(636) 532-7824
Other Offices
10

ReceiptFinancials

Total AUM
$9.9B
Accounts
9,001
Discretionary
$8.8B
Accounts
7,685
Non-Discretionary
$1.2B
Accounts
1,316

ContactClients

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Individual Clients
1,008
AUM
$365.2M
HNW Individual Clients
1,237
AUM
$8.4B
Pension/Profit Sharing Plan Clients
85
AUM
$509.4M
Charitable Organization Clients
37
AUM
$658.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAIAILINKSKYLAMAMDMEMNMOMSNCNENHNMNVNYORPASCTNTXUTVAWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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