|
⚲
|
| AISA Financial Planning Ltd
✚
|
|
|---|---|
| CRD # | 172777 |
| SEC # | 801-80308 |
| CIK # | |
| AUM | $20.1 MM (2023-03-28) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 00441672569966 |
| Address | 10 Prince Maurice Court Devizes, United Kingdom |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 3.8 |
| (b) Individuals (high net worth individuals) | 18 | 16.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 20.1 |
| By Discretionary | ||
| Discretionary | 27 | 20.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 20.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.1 | |
| United States Persons | 0.0 | |
| Total | 27 | 20.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Evolve Wealth Advisors LP
✚
|
AZ | 0.0 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 | |
|
Certeza Fund Advisors LLC
✚
|
UT | 0.0 |
|
SNC Wealth Management LLC
✚
|
NY | 0.0 |
|
Great Point Advisors LLC
✚
|
IL | 0.0 |
|
Essex Advisory LLC
✚
|
NY | 0.0 |
|
Wealthfd LLC
✚
|
PA | 0.0 |
|
Stonehurst Management LLC
✚
|
NY | 0.0 |
|
Deltec Investment Advisers Limited
✚
|
0.0 | |
|
Martorell Capital Partners LLC
✚
|
CT | 0.0 |