MODERN DOLLAR PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$159,139,791
Discretionary
$159,139,791
Non-discretionary
$0
Firm details
- CRD number
- 174695
- SEC file number
- 801-128613
- Main office
- ST. LOUIS, MO, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://MODERN-DOLLAR.COM
- Fee structure
-
Fixed fees
As of November 2026.