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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aca/Prudent Investors Planning Corporation
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|---|---|
| CRD # | 47798 |
| SEC # | 801-56596 |
| CIK # | |
| AUM | $323.5 M (2025-03-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 732-926-1100 |
| Address | 290 US Highway 22 Green Brook, NJ 08812 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 809 | 166.9 |
| (b) Individuals (high net worth individuals) | 69 | 156.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,511 | 323.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,511 | 323.5 |
| Total | 1,511 | 323.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.5 | |
| Total | 1,511 | 323.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Perry Capital Partners LLC
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|
0.5 | |
|
Cohen Municipal Capital Management LLC
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|
NY | 0.0 |
|
A I M Distributors Inc
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|
TX | 0.0 |
|
Electron Capital Management LLC
✚
|
NY | 0.0 |
|
AIES Advisors LLC
✚
|
CA | 0.0 |
|
Panacea Asset Management LLC
✚
|
NY | 0.0 |
|
Lydia Capital LLC
✚
|
MA | 0.0 |
|
RX Capital Management LP
✚
|
NY | 0.0 |
|
AEA QP Advisers Inc
✚
|
NY | 0.0 |
|
Brevan Howard US Asset Management LP
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|
NY | 0.0 |