Asset Planning Services Inc

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Assets, Funds, Holdings

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Asset Planning Services Inc
CRD #104715
SEC #801-29419
CIK #0001694287, 0000811407
AUM $289.7 MM (2024-02-29)
Employees 5 (40% Investors, 0% Brokers)
Phone985-867-8679
Address509 W 21st Avenue
Covington, LA 70433
Source [IAPD] [EDGAR]
Total AUM ($MM)
3502802101407002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 0.0
MSFT 1,918,222.4 0.0
AMZN 1,092,997.8 0.0
JPM 340,169.2 0.0
LMT 111,953.9 0.0
GOOGL 1,475,138.5 0.0
CVX 294,604.1 0.0
WMT 335,434.5 0.0
HD 277,648.0 0.0
UNH 477,004.0 0.0
View All
Holdings by Sector ($MM)
2502001501005002014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 91 31.8
(b) Individuals (high net worth individuals) 63 236.6
(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 6 17.5
(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 3 3.8
(n) Other 0 0.0
Total 579 289.7
By Discretionary
Discretionary 443 246.5
Non-Discretionary 136 43.2
Total 579 289.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 289.7
Total 579 289.7
EDGAR Form CIK 2011 - 2024
13F-HR [0000811407]
13F-HR [0001694287]
Comparable Firms State AUM ($BB)
Pollock Investment Advisors LLC
MI 0.3
Dam2019 LLC
GA 0.3
Gunpowder Capital Management LLC
MD 0.3
MN Wealth Advisors LLC
KS 0.3
Fiduciary Planning LLC
FL 0.3
Marin Bay Wealth Advisors LLC
CA 0.3
Evans Investment Advisors LLC
LA 0.3
Invenio Wealth Partners LLC
FL 0.3
Lowery Thomas LLC
CA 0.3
Hibernia Wealth Partners LLC
LA 0.3
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