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AISA Financial Planning Ltd
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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 |