Plancorp is an investment advisor in Saint Louis with $5.55 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272717447
SEC advisor number
801-20398
FINRA CRD number
106599
AUM ?
$6.48 bn
(as of 13 Jun 24)
Accounts
6,627
(as of 13 Jun 24)
Employees
81
(47 investment advisory or research)
Address
Plancorp
540 MARYVILLE CENTRE DRIVE
SUITE 105
SAINT LOUIS
MO 63141
540 MARYVILLE CENTRE DRIVE
SUITE 105
SAINT LOUIS
MO 63141
Phone
6365327824
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22