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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Planning Inc
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|---|---|
| CRD # | 111535 |
| SEC # | 801-62993 |
| CIK # | 0002048547, 0000007773 |
| AUM | $506.0 M (2025-03-10) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 714-827-5794 |
| Address | 4281 Katella Avenue Los Alamitos, CA 90720 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Realty Income Corp | 1.8 | ||
| Microsoft Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| Exxon Mobil Corp | 0.8 | ||
| Nvidia Corp | 0.5 | ||
| Southern Co | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 86.5 |
| (b) Individuals (high net worth individuals) | 175 | 418.3 |
| (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 | 1.3 |
| (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 | 1,018 | 506.0 |
| By Discretionary | ||
| Discretionary | 1,009 | 504.7 |
| Non-Discretionary | 9 | 1.3 |
| Total | 1,018 | 506.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.0 | |
| Total | 1,018 | 506.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000007773] | |
| 13F-HR | [0002048547] |
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