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| Happy Holidays!! thanks for using AUM13F!! |
| St Louis Financial Planners Asset Management LLC
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|---|---|
| CRD # | 106999 |
| SEC # | 801-112870 |
| CIK # | 0001966171 |
| AUM | $188.5 M (2025-01-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 636-532-3900 |
| Address | 16091 Swingley Ridge Rd Chesterfield, MO 63017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 7.2 | ||
| Broadcom Inc | 4.4 | ||
| Nvidia Corp | 3.9 | ||
| AT&T Inc | 3.7 | ||
| Advanced Micro Devices Inc | 3.6 | ||
| Oracle Corp | 3.5 | ||
| Walt Disney Co | 3.3 | ||
| Amazon Com Inc | 3.0 | ||
| General Electric Co | 2.9 | ||
| Exxon Mobil Corp | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 427 | 188.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 188.5 |
| By Discretionary | ||
| Discretionary | 1,059 | 188.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,059 | 188.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.5 | |
| Total | 1,059 | 188.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966171] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
St Louis Financial Planners Asset Management LLC
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|
MO | 0.2 |
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
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WI | 0.2 |
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Financial Management Services of America LLC
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0.2 | |
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MA | 0.2 |
|
Rembrandt Financial Group LLC
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TX | 0.2 |
|
Goldenstone Wealth Management LLC
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|
CA | 0.2 |
|
Capital Management Advisor Group LLC
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|
CA | 0.2 |
|
Strive Financial Group LLC
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|
IN | 0.2 |
|
Navigen LLC
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|
WI | 0.2 |