St. Louis Financial Planners Asset Management, LLC (Chesterfield)

St. Louis Financial Planners Asset Management, LLC is a large advisory firm based in Chesterfield. It manages $113.89 million of regulatory assets for 1,022 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Missouri, and Texas.

St. Louis Financial Planners Asset Management provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as financial planner.

St. Louis Financial Planners Asset Management: assets under management

The assets under management (AUM) of St. Louis Financial Planners Asset Management, LLC is $113.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.44 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay St. Louis Financial Planners Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Timothy David Hunt serves?

The only and largest group of clients of Timothy David Hunt is individuals with 429 clients and $113.89 million of assets under management. Among the 9 most similar advisory firms, St. Louis Financial Planners Asset Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $113.89 million for 429 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

St. Louis Financial Planners Asset Management doesn't advise any private funds.

Careers at St. Louis Financial Planners Asset Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Timothy David Hunt has been acting as President since 1 Mar 1996. Casey Daniel Hunt joined the executive team most recently as the Vice President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy David Hunt	President	1 Mar 1996	25% - 50%	714168
Daniel Edward Hunt	Vice president	1 Mar 1996	25% - 50%	710520
Edward Thomas Bryant	Partner	1 Mar 1996	25% - 50%	706403
Casey Daniel Hunt	Vice-president/chief compliance officer	1 Aug 2000	25% - 50%	2787773

Based in Chesterfield

The principal office where St. Louis Financial Planners Asset Management, LLC performs its advisory services is located at 1415 Elbridge Payne Road, Chesterfield, MO 63017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 636-532-3900 or by fax 636-532-4308. The normal business hours are 8:30am - 5:00pm on Monday - Friday.