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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AISA Financial Planning Ltd
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|---|---|
| CRD # | 172777 |
| SEC # | 801-80308 |
| CIK # | |
| AUM | $113.4 M (2025-04-03) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 00441672569966 |
| Address | Unit 5, The Grain Store Devizes, United Kingdom |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 91.3 |
| (b) Individuals (high net worth individuals) | 13 | 22.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 113.4 |
| By Discretionary | ||
| Discretionary | 19 | 17.5 |
| Non-Discretionary | 217 | 95.9 |
| Total | 236 | 113.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 95.9 | |
| United States Persons | 17.5 | |
| Total | 236 | 113.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SILA Financial LLC
✚
|
0.1 | |
|
Premier Private Wealth Management LLC
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|
FL | 0.1 |
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Sage Wealth Planning LLC
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TX | 0.1 |
|
JMH Wealth Management LLC
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|
NH | 0.1 |
|
Shepherd Wealth Management Limited Liability Company
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|
OH | 0.1 |
|
Arbor Financial Services LLC
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|
IL | 0.1 |
|
Blue Point Financial Inc
✚
|
ME | 0.1 |
|
QSV Equity Investors LLC
✚
|
0.1 | |
|
BYW Investment Advisors Inc
✚
|
0.1 | |
|
Advantage Investing Inc
✚
|
FL | 0.1 |