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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Benold Financial Planning Inc
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|---|---|
| CRD # | 134258 |
| SEC # | 801-132320 |
| CIK # | |
| AUM | $126.1 M (2025-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-818-1800 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 11.2 |
| (b) Individuals (high net worth individuals) | 35 | 99.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 15.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 126.1 |
| By Discretionary | ||
| Discretionary | 162 | 113.6 |
| Non-Discretionary | 12 | 12.4 |
| Total | 174 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.1 | |
| Total | 174 | 126.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jr Prunier Capital Management LLC
✚
|
MA | 0.1 |
|
Sacajawea & Company LLC
✚
|
0.1 | |
|
Aspire Planning Associates Inc
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|
CA | 0.1 |
|
Market Investment Group LLC
✚
|
KS | 0.1 |
|
S & S Wealth Management LP
✚
|
TX | 0.1 |
|
Planvest Financial Inc
✚
|
MD | 0.1 |
|
Broad Reach Capital LLC
✚
|
NC | 0.1 |
|
Neil Jesani Wealth Management LLC
✚
|
FL | 0.1 |
|
Avise Financial Cooperative Inc
✚
|
CA | 0.1 |
|
Strada Financial Group LLC
✚
|
OR | 0.1 |