St. Louis Financial Planners Asset Management, LLC

RIASEC Registered
Total AUM
$234M
Discretionary
$234M
100% of AUM
Avg account
$204K
Accounts
1,145
Employees
2
Advisory reps
3

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

FINTRX

Overview

St. Louis Financial Planners Asset Management, LLC is an independent, owner-operated RIA organized as an LLC that provides fee-based portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2018) and charges advisory fees as a percentage of assets under management. In addition to discretionary portfolio management, the firm is engaged in other financial product sales and is not characterized as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$211M in ETFs

Passive

100%

$211M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ)InvescoPassiveTarget Maturity$54.1M2,763,84225.66%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth