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MODERN DOLLAR PLANNING, LLC
Tel: 314-827-5852
1807 Park Avenue St. Louis, Missouri 63104
MODERN DOLLAR PLANNING, LLC
MODERN DOLLAR PLANNING, LLC is a St. Louis, Missouri based financial advisory firm with nearly $121,985,766 in assets under management and provides investment advisory services for 572 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
Fixed fees
Firm CRD#:
174695
SEC#:
801-128613
No. of Clients:
572
Assets under Management
$121,985,766
No. of Advisors:
2
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