|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Balanced Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 128161 |
| SEC # | 801-121980 |
| CIK # | |
| AUM | $180.9 M (2025-02-05) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 913-677-1090 |
| Address | 6701 W 64th Street Overland Park, KS 66202-4091 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 16.2 |
| (b) Individuals (high net worth individuals) | 59 | 164.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 84 | 180.9 |
| By Discretionary | ||
| Discretionary | 46 | 103.8 |
| Non-Discretionary | 38 | 77.1 |
| Total | 84 | 180.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.9 | |
| Total | 84 | 180.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Wealth Advisors LLC
✚
|
0.2 | |
|
AIO Financial LLC
✚
|
AZ | 0.2 |
|
Level Wealth Management LLC
✚
|
NC | 0.2 |
|
Bravias Capital Group LLC
✚
|
NJ | 0.2 |
|
Filigree Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Rayburn West Financial Services LLC
✚
|
TN | 0.2 |
|
East Guilford Financial Services LLC
✚
|
CT | 0.2 |
|
Executive Financial Services Inc
✚
|
MI | 0.2 |
|
Capital Asset Management Inc
✚
|
OH | 0.2 |
|
Henson-Edgewater Management LLC
✚
|
OH | 0.2 |