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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Modern Dollar Planning LLC
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|---|---|
| CRD # | 174695 |
| SEC # | 801-128613 |
| CIK # | |
| AUM | $122.0 M (2025-01-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 314-827-5852 |
| Address | 1807 Park Avenue St Louis, MO 63104 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 39.6 |
| (b) Individuals (high net worth individuals) | 32 | 82.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 122.0 |
| By Discretionary | ||
| Discretionary | 572 | 122.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 572 | 122.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.0 | |
| Total | 572 | 122.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
0.1 | |
|
Maiden Cove Capital LLC
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|
ME | 0.1 |
|
Second Summit Wealth Management LLC
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|
0.1 | |
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Pinnacle Strategic Wealth Management LLC
✚
|
PA | 0.1 |
|
Farnam Financial LLC
✚
|
AZ | 0.1 |
|
Grimaldi Portfolio Solutions Inc
✚
|
NY | 0.1 |
|
Networth Financial Services LLC
✚
|
GA | 0.1 |
|
PMG Family Office LLC
✚
|
TX | 0.1 |