Meramec Financial Planners LLC

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Assets, Funds, Holdings

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Meramec Financial Planners LLC
CRD #335112
SEC #801-132213
CIK #
AUM $1.3 B (2025-07-16)
Employees 16 (44% Investors, 0% Brokers)
Phone314-496-7067
Address7911 Forsyth Blvd
Clayton, MO 63105
Source [IAPD]
Total AUM ($M)
1300104078052026002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Comparable Firms State AUM ($B)
Campbell Newman Asset Management Inc
WI 1.3
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VA 1.3
Bigsur Wealth Management LLC
FL 1.3
Claro Advisors LLC
MA 1.3
Petersen Hastings Wealth Advisors Inc
WA 1.3
Northern Trust Securities Inc
IL 1.3
TBH Global Asset Management LLC
TN 1.3
Cumberland Investment Counsel Inc
1.3
Wealthplan Partners LLC
NE 1.3
Kings Path Partners LLC
TX 1.3
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