|
⚲
|
| Keyboard |
| Asset Planning Inc
✚
|
|
|---|---|
| CRD # | 111535 |
| SEC # | 801-62993 |
| CIK # | 0002048547, 0000007773 |
| AUM | 553.5 M (2026-01-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 714-827-5794 |
| Address | 4281 Katella Avenue Los Alamitos, CA 90720 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 13.2 | ||
| Lilly Eli & Co | 12.4 | ||
| Transdigm Group Inc | 10.5 | ||
| Allstate Corp | 9.5 | ||
| Apple Inc | 7.9 | ||
| Costco Wholesale Corp /NEW | 7.4 | ||
| Nvidia Corp | 4.1 | ||
| McDonalds Corp | 4.1 | ||
| Health Care REIT Inc /DE/ | 4.0 | ||
| Altria Group Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 79.9 |
| (b) Individuals (high net worth individuals) | 186 | 471.1 |
| (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 | 2.5 |
| (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 | 973 | 553.5 |
| By Discretionary | ||
| Discretionary | 969 | 552.3 |
| Non-Discretionary | 4 | 1.1 |
| Total | 973 | 553.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 553.5 | |
| Total | 973 | 553.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000007773] | |
| 13F-HR | [0002048547] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 (1 non-US) |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
John A Wolfe & Associates Inc
✚
|
MI | 560.7 M |
|
M Kraus & Company
✚
|
VT | 559.3 M |
|
Narus Financial Partners LLC
✚
|
UT | 559.0 M |
|
Wealth Science Advisors LLC
✚
|
GA | 558.7 M |
|
Life Line Wealth Management LLC
✚
|
CA | 557.6 M |
|
Trinity Capital Management LLC
✚
|
CA | 556.8 M |
|
Nexus One Financial Advisors LLC
✚
|
TX | 552.0 M |
|
The Planning Project LLC
✚
|
TX | 551.4 M |
|
Frederick Financial Consultants LLC
✚
|
MD | 551.1 M |
|
IAS Wealth Management Inc
✚
|
TX | 549.0 M |