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| Happy Holidays!! thanks for using AUM13F!! |
| American Planning Services Inc
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| CRD # | 134854 |
| SEC # | 801-113231 |
| CIK # | 0001906656 |
| AUM | $235.6 M (2024-11-07) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 813-633-7333 |
| Address | 1653 Sun City Center Plaza Sun City Center, FL 33573 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.5 | ||
| Nvidia Corp | 4.1 | ||
| Microsoft Corp | 3.7 | ||
| Facebook Inc | 3.6 | ||
| Amazon Com Inc | 3.3 | ||
| Mastercard Inc | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| Lilly Eli & Co | 2.4 | ||
| Exxon Mobil Corp | 1.9 | ||
| General Electric Co | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 106.6 |
| (b) Individuals (high net worth individuals) | 67 | 129.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 235.6 |
| By Discretionary | ||
| Discretionary | 618 | 235.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 618 | 235.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.6 | |
| Total | 618 | 235.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906656] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riverplace Capital Management Inc
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|
FL | 0.2 |
|
Crossgate Wealth Advisors LLC
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|
PA | 0.2 |
|
Northeastern Star Asset Management Inc
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|
PA | 0.2 |
|
Penney Financial LLC
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TX | 0.2 |
|
Pandora Wealth Inc
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|
IL | 0.2 |
|
TPG Advisors LLC
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|
IL | 0.2 |
|
Casilio Leitch Investments LLC
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|
CA | 0.2 |
|
Key Group Management Inc
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|
AZ | 0.2 |
|
Citadel Investment Advisory Inc
✚
|
0.2 | |
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |