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| Happy Holidays!! thanks for using AUM13F!! |
| BFC Planning Inc
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|---|---|
| CRD # | 119682 |
| SEC # | 801-67427 |
| CIK # | |
| AUM | $2.0 B (2025-03-26) |
| Employees | 200 (100% Investors, 100% Brokers) |
| Phone | 319-447-5700 |
| Address | 4201 42nd Street NE Cedar Rapids, IA 52402 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,515 | 1.5 |
| (b) Individuals (high net worth individuals) | 118 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,756 | 2.0 |
| By Discretionary | ||
| Discretionary | 5,981 | 1.3 |
| Non-Discretionary | 2,775 | 0.7 |
| Total | 8,756 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 8,756 | 2.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
BFC Planning Inc
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|
IA | 2.0 |
|
Berthel Fisher & Company Financial Services Inc
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|
IA | 0.8 |
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|---|---|---|
|
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✚
|
CA | 2.0 |
|
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|
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Full Sail Capital LLC
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|
Silver Oak Securities Incorporated
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|
Stairway Partners LLC
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|
MN | 2.0 |
|
Sunbelt Securities Inc
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|
TX | 2.0 |
|
LCP Institutional LLC
✚
|
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|
Comperio Retirement Consulting Inc
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|
NC | 2.0 |