|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Arnold Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 283698 |
| SEC # | 801-123293 |
| CIK # | |
| AUM | $128.3 M (2025-06-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 319-393-4020 |
| Address | 1202 Dina Court Hiawatha, IA 52233 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 31.0 |
| (b) Individuals (high net worth individuals) | 46 | 97.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 128.3 |
| By Discretionary | ||
| Discretionary | 539 | 128.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 539 | 128.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.3 | |
| Total | 539 | 128.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heritage Capital LLC
✚
|
CT | 0.1 |
|
Safe Harbor Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Entruity Wealth LLC
✚
|
CA | 0.1 |
|
Fortis Portfolio Solutions LLC
✚
|
IL | 0.1 |
|
Mullins Investment Services LLC
✚
|
VA | 0.1 |
|
Main Advisory Inc
✚
|
PA | 0.1 |
|
1N Capital LLC
✚
|
0.1 | |
|
Stock Management LLC
✚
|
0.1 | |
|
AWR Investment Management LLC
✚
|
CA | 0.1 |
|
Severin Investments LLC
✚
|
MO | 0.1 |