MODERN DOLLAR PLANNING, LLC
CRD #174695 SEC #801-128613 ST. LOUIS, MO 314-827-5852
SEC Registered
Total AUM
$122M
Discretionary
$122M
Employees
2
Clients
101
Accounts
572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $122M | $122M | $0 | 2 | 2 |
| Apr 2024 | $104.1M | $104.1M | $0 | 2 | 0 |
| Jan 2024 | $104.1M | $104.1M | $0 | 2 | 0 |
| Jul 2023 | $100.4M | $100.4M | $0 | 2 | 0 |
DateJan 2025
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees2
Clients2
DateApr 2024
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients0