ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC
CRD #106999 SEC #801-112870 CHESTERFIELD, MO 636-532-3900
SEC Registered
Total AUM
$188.5M
Discretionary
$188.5M
Employees
3
Clients
0
Accounts
1,059
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $188.5M | $188.5M | $0 | 3 | 0 |
| Apr 2024 | $155M | $155M | $0 | 3 | 0 |
| Jan 2024 | $155M | $155M | $0 | 3 | 0 |
| Jan 2023 | $129.9M | $129.9M | $0 | 3 | 0 |
| Jan 2022 | $137.5M | $137.5M | $0 | 3 | 0 |
| Jan 2021 | $130M | $130M | $0 | 3 | 0 |
| Jun 2020 | $124.2M | $124.2M | $0 | 3 | 0 |
| Jun 2020 | $124.2M | $124.2M | $0 | 3 | 0 |
| Jan 2020 | $124.2M | $124.2M | $0 | 3 | 0 |
| Oct 2019 | $113.9M | $113.9M | $0 | 3 | 0 |
| Jul 2019 | $113.9M | $113.9M | $0 | 3 | 0 |
| Jan 2019 | $109.8M | $109.8M | $0 | 3 | 0 |
| Mar 2018 | $112.4M | $112.4M | $0 | 3 | 0 |
| Jun 2012 | $84.2M | $84.2M | $0 | 1 | 400 |
| Apr 2012 | $8.4M | $8.4M | $0 | 1 | 500 |
| Mar 2012 | $8.4M | $8.4M | $0 | 1 | 500 |
| Feb 2012 | $8.4M | $8.4M | $0 | 1 | 500 |
| Apr 2011 | $86.3M | $86.3M | $0 | 5 | -- |
| Apr 2011 | $86.3M | $86.3M | $0 | 5 | -- |
| Jan 2010 | $69M | $69M | $0 | 5 | -- |
| Feb 2007 | $66.6M | $66.6M | $0 | 5 | -- |
| Nov 2006 | $68.8M | $68.8M | $0 | 5 | -- |
| Feb 2006 | $68.8M | $68.8M | $0 | 5 | -- |
| Jan 2004 | $71.4M | $0 | $71.4M | 5 | -- |
| Apr 2002 | $127.1M | $127.1M | $0 | 5 | -- |
| Mar 2002 | $127.1M | $127.1M | $0 | 5 | -- |
DateJan 2025
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees1
Clients500
DateFeb 2012
Total AUM$8.4M
Discretionary$8.4M
Non-Disc.$0
Employees1
Clients500
DateApr 2011
Total AUM$86.3M
Discretionary$86.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$86.3M
Discretionary$86.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$69M
Discretionary$69M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$71.4M
Discretionary$0
Non-Disc.$71.4M
Employees5
Clients--
DateApr 2002
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees5
Clients--