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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHWEISS, MARK, ALLEN | I | PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO | E | Control |
| SCHWEISS, MARK, ALLEN | I | PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO | E | Control |
| SCHWEISS, MARK, ALLEN | I | PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO | E | Control |
| SCHWEISS, MARK, ALLEN | I | PARTNER/SENIOR FINANCIAL PLANNER, MANAGING MEMBER, AND CCO | E | Control |
Registrations
Federal
IA
Jan 13, 2025 REGISTERED
Notice Filings (4)
CA IL MO TX
Address
1807 PARK AVENUEST. LOUIS, MO 63104
United States
Phone: 314-827-5852