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| Happy Holidays!! thanks for using AUM13F!! |
| Briaud Financial Planning Inc
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| CRD # | 105638 |
| SEC # | 801-31379 |
| CIK # | 0001800586 |
| AUM | $775.3 M (2025-03-11) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 979-260-9771 |
| Address | 1611 Crescent Pointe Parkway College Station, TX 77845 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| ETFS Platinum Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Air Products & Chemicals Inc /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BFA Alternatives Fund 1 Ltd | [2012-03-23] | 0.0 | 6.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 35.8 |
| (b) Individuals (high net worth individuals) | 231 | 736.7 |
| (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 | 1 | 0.7 |
| (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 | 1 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,083 | 775.3 |
| By Discretionary | ||
| Discretionary | 1,800 | 747.3 |
| Non-Discretionary | 283 | 28.0 |
| Total | 2,083 | 775.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 769.8 | |
| Total | 2,083 | 775.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Janet Briaud | 1 | ||
| Natalie Pine | 1 | ||
| Roger Pine | 1 | ||
| 1 Briaud Financial Planning Incorporated | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800586] |
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