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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Financial Planning Inc
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|---|---|
| CRD # | 175372 |
| SEC # | 801-113811 |
| CIK # | 0001966066 |
| AUM | $388.4 M (2025-04-08) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 508-790-7039 |
| Address | 540 Main Street Hyannis, MA 02601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 5.6 | ||
| Health Care REIT Inc /DE/ | 4.2 | ||
| Nvidia Corp | 2.1 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 80.8 |
| (b) Individuals (high net worth individuals) | 125 | 307.0 |
| (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 | 0.6 |
| (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 | 912 | 388.4 |
| By Discretionary | ||
| Discretionary | 912 | 388.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 912 | 388.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.4 | |
| Total | 912 | 388.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966066] |
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Court Place Advisors LLC
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Fee-Only Financial Planning LC
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0.4 |