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| Asset Planning Services Inc
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|---|---|
| CRD # | 104715 |
| SEC # | 801-29419 |
| CIK # | 0000811407, 0001694287 |
| AUM | $345.7 M (2025-02-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 985-867-8679 |
| Address | 509 W 21st Avenue Covington, LA 70433 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.2 | ||
| J P Morgan Chase & Co | 12.1 | ||
| Wal Mart Stores Inc | 9.7 | ||
| Amazon Com Inc | 9.6 | ||
| Philip Morris International Inc | 9.5 | ||
| United Technologies Corp /DE/ | 8.9 | ||
| BlackRock Inc | 8.3 | ||
| Lockheed Martin Corp | 7.5 | ||
| Cisco Systems Inc | 7.5 | ||
| Alphabet Inc | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 30.9 |
| (b) Individuals (high net worth individuals) | 68 | 291.3 |
| (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 | 6 | 20.4 |
| (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 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 345.7 |
| By Discretionary | ||
| Discretionary | 438 | 300.0 |
| Non-Discretionary | 125 | 45.6 |
| Total | 563 | 345.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.7 | |
| Total | 563 | 345.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000811407] | |
| 13F-HR | [0001694287] |
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