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Asset Planning Services Inc
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CRD # | 104715 |
SEC # | 801-29419 |
CIK # | 0001694287, 0000811407 |
AUM | $289.7 MM (2024-02-29) |
Employees | 5 (40% Investors, 0% Brokers) |
Phone | 985-867-8679 |
Address | 509 W 21st Avenue Covington, LA 70433 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |