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, individually owned registered investment adviser that has been SEC-registered since 2018. The firm serves primarily individual and family clients and provides portfolio management for individuals and small businesses. Its client billing is based on a percentage of assets under management, and the firm also engages in other financial product sales. ST. Louis Financial Planners is not positioned as an active ESG investor, does not operate as a multi-state adviser, and does not list pension consulting or related-adviser activity.
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 3Timothy Hunt
PresidentCRD 714168
Casey Hunt
PartnerCRD 2787773
Matthew Jarrell
Registered RepresentativeCRD 5663687
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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