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| Asset Planning Services Inc
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|---|---|
| CRD # | 104715 |
| SEC # | 801-29419 |
| CIK # | 0001694287, 0000811407 |
| AUM | 365.6 M (2026-02-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 985-867-8679 |
| Address | 509 W 21st Avenue Covington, LA 70433 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001694287 0000811407 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.1 | ||
| J P Morgan Chase & Co | 11.7 | ||
| Wal Mart Stores Inc | 11.5 | ||
| United Technologies Corp /DE/ | 11.0 | ||
| Alphabet Inc | 10.6 | ||
| Lockheed Martin Corp | 9.0 | ||
| Johnson & Johnson | 9.0 | ||
| Chevron Corp | 8.8 | ||
| Amazon Com Inc | 8.5 | ||
| Philip Morris International Inc | 8.1 | ||
| Northrop Grumman Corp /DE/ | 8.1 | ||
| Cisco Systems Inc | 8.0 | ||
| Harris Corp /DE/ | 7.7 | ||
| BlackRock Inc | 7.2 | ||
| Health Care REIT Inc /DE/ | 6.9 | ||
| Texas Instruments Inc | 6.3 | ||
| Bank of America Corp /DE/ | 6.1 | ||
| Home Depot Inc | 6.0 | ||
| Enterprise Products Partners L P | 4.7 | ||
| Linde PLC | 1.3 | ||
| Procter & Gamble Co | 0.8 | ||
| Live Oak Acquisition Corp II | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 27.9 |
| (b) Individuals (high net worth individuals) | 68 | 328.1 |
| (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 | 4 | 5.4 |
| (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 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 365.6 |
| By Discretionary | ||
| Discretionary | 410 | 323.8 |
| Non-Discretionary | 106 | 41.8 |
| Total | 516 | 365.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.6 | |
| Total | 516 | 365.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000811407] | |
| 13F-HR | [0001694287] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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