ST. Louis Financial Planners Asset Management, LLC
St. Louis Financial Planners Asset Management, LLC, headquartered in Chesterfield, Missouri, is an independent investment adviser registered with the SEC. Founded in 1975 (the firm's roots trace back nearly 50 years), it offers investment management, retirement planning, tax, and estate planning services. The firm caters primarily to individual investors, families, retirees, professionals, and business owners, providing personalized and active financial planning and portfolio management. As of January 2025, the firm manages approximately $188.5 million in assets for more than 400 individual clients, with a staff of three dedicated employees, all investment professionals.
Investment Strategy
St. Louis Financial Planners Asset Management, LLC employs a proprietary, technically-driven investment approach designed for attractive returns relative to risk. They focus on active management, building portfolios for individual investors based on clients’ personal objectives, financial stage, and needs. Their services span investment management, strategic retirement and estate planning, and tax optimization, relying on in-house analytical software and ongoing personalized support. The firm selects securities for portfolios and provides continuous, tailored advice, prioritizing client engagement and informed decision-making through evolving life and market conditions.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 23.68% | $36.7M | 400,341 | $91.75 | $91.75 | +$9.1M |
T TFLO | ISHARES TR | 11.13% | $17.3M | 341,333 | $50.58 | $50.59 | +$2.3M |
B BSCP | INVESCO EXCH TRD SLF IDX FD | 6.74% | $10.5M | 505,168 | $20.50 | $20.69 | +$564.2K |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.95% | $9.2M | 50,618 | $84.40 | $182.42 | +$2.0M |
A AVGO | BROADCOM INC | 3.33% | $5.2M | 15,654 | $275.65 | $329.91 | +$745.3K |