ST. LOUIS FINANCIAL PLANNERS INC.
CRD #105511 SEC #801-113524 CHESTERFIELD, MO 636-532-3900
SEC Registered
Total AUM
$5.7M
Discretionary
$5.7M
Employees
9
Clients
251
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.7M | $5.7M | $0 | 9 | 0 |
| Dec 2024 | $5.6M | $5.6M | $0 | 9 | 0 |
| Apr 2024 | $5.3M | $5.3M | $0 | 10 | 26 |
| Nov 2023 | $5.3M | $5.3M | $0 | 10 | 26 |
| Nov 2022 | $5.1M | $5.1M | $0 | 10 | 26 |
| Nov 2021 | $9.2M | $9.2M | $0 | 10 | 28 |
| Nov 2020 | $7.6M | $7.6M | $0 | 10 | 0 |
| Jul 2020 | $11.1M | $11.1M | $0 | 11 | 0 |
| Jun 2020 | $11.1M | $11.1M | $0 | 11 | 0 |
| Jun 2020 | $11.1M | $11.1M | $0 | 11 | 0 |
| Nov 2019 | $11.1M | $11.1M | $0 | 11 | 0 |
| Nov 2019 | $11.1M | $11.1M | $0 | 11 | 0 |
| Jan 2019 | $16.1M | $16.1M | $0 | 10 | 0 |
| Nov 2018 | $16.1M | $16.1M | $0 | 10 | 0 |
| May 2018 | $15.1M | $15.1M | $0 | 11 | 0 |
| Jun 2012 | $35.2M | $35.2M | $0 | 6 | 116 |
| Apr 2012 | $35.2M | $35.2M | $0 | 6 | 116 |
| Feb 2012 | $33.7M | $33.7M | $0 | 6 | 500 |
| Feb 2012 | $33.7M | $33.7M | $0 | 6 | 500 |
| Jan 2012 | $33.7M | $33.7M | $0 | 6 | 500 |
| Dec 2011 | $30.5M | $30.5M | $0 | 6 | 500 |
| Mar 2011 | $32.8M | $32.8M | $0 | 10 | -- |
| Dec 2010 | $119.8M | $106.1M | $13.7M | 10 | -- |
| Oct 2009 | $76.3M | $62.2M | $14.1M | 10 | -- |
| Feb 2009 | $76.3M | $62.2M | $14.1M | 10 | -- |
| Dec 2007 | $111.1M | $85.7M | $25.5M | 10 | -- |
| Nov 2006 | $96.1M | $76.6M | $19.5M | 5 | -- |
| Nov 2006 | $95.3M | $72.3M | $23M | 5 | -- |
| Dec 2005 | $95.3M | $72.3M | $23M | 5 | -- |
| Dec 2004 | $92.6M | $60.9M | $31.7M | 5 | -- |
| Jan 2004 | $7.4M | $0 | $7.4M | 5 | -- |
| Dec 2003 | $7.4M | $0 | $7.4M | 5 | -- |
DateNov 2025
Total AUM$5.7M
Discretionary$5.7M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$5.6M
Discretionary$5.6M
Non-Disc.$0
Employees9
Clients0
DateApr 2024
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees10
Clients26
DateNov 2023
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees10
Clients26
DateNov 2022
Total AUM$5.1M
Discretionary$5.1M
Non-Disc.$0
Employees10
Clients26
DateNov 2021
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees10
Clients28
DateNov 2020
Total AUM$7.6M
Discretionary$7.6M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$11.1M
Discretionary$11.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$11.1M
Discretionary$11.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$11.1M
Discretionary$11.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2019
Total AUM$11.1M
Discretionary$11.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2019
Total AUM$11.1M
Discretionary$11.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$16.1M
Discretionary$16.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$16.1M
Discretionary$16.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$15.1M
Discretionary$15.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2012
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees6
Clients116
DateApr 2012
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees6
Clients116
DateFeb 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees6
Clients500
DateFeb 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees6
Clients500
DateJan 2012
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees6
Clients500
DateDec 2011
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees6
Clients500
DateMar 2011
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$119.8M
Discretionary$106.1M
Non-Disc.$13.7M
Employees10
Clients--
DateOct 2009
Total AUM$76.3M
Discretionary$62.2M
Non-Disc.$14.1M
Employees10
Clients--
DateFeb 2009
Total AUM$76.3M
Discretionary$62.2M
Non-Disc.$14.1M
Employees10
Clients--
DateDec 2007
Total AUM$111.1M
Discretionary$85.7M
Non-Disc.$25.5M
Employees10
Clients--
DateNov 2006
Total AUM$96.1M
Discretionary$76.6M
Non-Disc.$19.5M
Employees5
Clients--
DateNov 2006
Total AUM$95.3M
Discretionary$72.3M
Non-Disc.$23M
Employees5
Clients--
DateDec 2005
Total AUM$95.3M
Discretionary$72.3M
Non-Disc.$23M
Employees5
Clients--
DateDec 2004
Total AUM$92.6M
Discretionary$60.9M
Non-Disc.$31.7M
Employees5
Clients--
DateJan 2004
Total AUM$7.4M
Discretionary$0
Non-Disc.$7.4M
Employees5
Clients--
DateDec 2003
Total AUM$7.4M
Discretionary$0
Non-Disc.$7.4M
Employees5
Clients--