PLANCORP LLC Overview
Plancorp Llc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 45 employees, of which 34 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/18. The fund's latest filing disclosed 313MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/18. The fund's latest filing disclosed 313MM in positions, representing 11% of the manager's regulatory AUM.
PLANCORP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PLANCORP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BSV | 12.75% | ETF | -0.09% | -0.72% | 0 | 3% | ||
| SHM | 11.52% | ETF | -0.26% | -0.69% | 1 | 4% | ||
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FEATURED IN
PLANCORP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey T. Buckner | Chairman, Chief Investment Officer And Board Member | July-2010 |
| Steven N. Frank | Vice Chairman And Board Member | July-2010 |
| Lawrence J. Legrand | Vice Chairman, Chief Financial Officer And Board Member | July-2010 |
| J. C. Kerckhoff | President And Board Member | July-2010 |
| Peter A. Mallouk | Board Member | December-2011 |
| Harry C. Frazier | Chief Compliance Officer And Wealth Manager | March-2013 |
| Wesley W. Garton | Chief Administrative Officer | December-2014 |
PLANCORP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PLANCORP LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss..............................14
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PLANCORP LLC Portfolio Concentration
PLANCORP LLC Location
540 MARYVILLE CENTRE DRIVE
SUITE 105
SAINT LOUIS, Missouri
UNITED STATES, 63141-5829
SUITE 105
SAINT LOUIS, Missouri
UNITED STATES, 63141-5829
PLANCORP LLC Contact Information
Phone Number: 636-532-7824
Fax Number: 636-532-0274
Website: http://www.plancorp.com
Fax Number: 636-532-0274
Website: http://www.plancorp.com
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