St. Louis Financial Planners Asset Management, LLC
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 106999
- Registered since
- April 20, 2018
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
St. Louis Financial Planners Asset Management, LLC is an independent, individual-owned RIA that registered with the SEC in 2018. The firm focuses on portfolio management for individuals and small businesses and charges clients a fee based on a percentage of assets under management. Its client base is primarily individual and family households rather than institutions, and it reports activities that include the sale of other financial products. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 3Matthew Jarrell
Registered RepresentativeCRD 5663687
Timothy Hunt
PresidentCRD 714168
Casey Hunt
PartnerCRD 2787773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$141M in ETFs
100%
$141M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) | Invesco | Passive | Target Maturity | $52.4M | 2,683,625 | 37.23% |
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 16091 Swingley Ridge Rd
- Time zone
- CT (UTC-6)
- Office locations
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