| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Allen Schweiss Control | Partner/Senior Financial Planner, Managing Member, And Cco | Over 75% | 2019 |
Modern Dollar Planning, LLC reports $122 million in regulatory assets under management on its Form ADV.
Modern Dollar Planning, LLC reports 2 employees.
Modern Dollar Planning, LLC is based in St. Louis, MO and has been SEC-registered since 2023.
Modern Dollar Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1807 Park Avenue, St. Louis, MO 63104 |
| Phone | 314-827-5852 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $122M |
| Non-discretionary | $0 |
| Total (RAUM) | $122M |