Skip to main content

PLANCORP, LLC

SEC Form ADV profile.

Total regulatory AUM
$10,634,525,882
Discretionary
$9,297,583,337
Non-discretionary
$1,336,942,545

Firm details

CRD number
106599
SEC file number
801-20398
Main office
SAINT LOUIS, MO, United States
Employees
112
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.