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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advice & Planning Services LLC
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|---|---|
| CRD # | 283626 |
| SEC # | 801-120211 |
| CIK # | |
| AUM | $169.9 M (2025-02-03) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 724-635-0427 |
| Address | 10 North 4th Street Youngwood, PA 15697 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 50.1 |
| (b) Individuals (high net worth individuals) | 101 | 119.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 169.9 |
| By Discretionary | ||
| Discretionary | 599 | 157.6 |
| Non-Discretionary | 33 | 12.3 |
| Total | 632 | 169.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.9 | |
| Total | 632 | 169.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hippocratic Financial Advisors LLC
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|
CA | 0.2 |
|
Grantvest Financial Group LLC
✚
|
NJ | 0.2 |
|
Thomas Leo Advisory LLC
✚
|
MN | 0.2 |
|
Pine Haven Investment Counsel Inc
✚
|
0.2 | |
|
Michael Traxler Wealth Management LLC
✚
|
MN | 0.2 |
|
Continental Investors Services Inc
✚
|
WA | 0.2 |
|
RBP Investment Advisors Inc
✚
|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Inman Financial Services Inc
✚
|
OR | 0.2 |
|
3 Factor Indexing LLC
✚
|
0.2 |