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| Briaud Financial Planning Inc
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| |
|---|---|
| CRD # | 105638 |
| SEC # | 801-31379 |
| CIK # | 0001800586 |
| AUM | $705.0 MM (2024-05-06) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 979-260-9771 |
| Address | 1611 Crescent Pointe Parkway College Station, TX 77845 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001800586 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Exxon Mobil Corp | 385,508.3 | 0.0 | |
| Apple Inc | 2,382,844.0 | 0.0 | |
| Air Products & Chemicals Inc /DE/ | 53,782.2 | 0.0 | |
| ETFS Platinum Trust | 0.0 | ||
| Walt Disney Co | 174,716.7 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| iShares Silver Trust | 0.0 | ||
| Procter & Gamble Co | 338,108.9 | 0.0 | |
| Conocophillips | 123,162.3 | 0.0 | |
| UnitedHealth Group Inc | 477,004.0 | 0.0 | |
| AbbVie Inc | 269,466.6 | 0.0 | |
| First Financial Bankshares Inc | 5,678.8 | 0.0 | |
| Zoetis Inc | 80,063.3 | 0.0 | |
| Lockheed Martin Corp | 111,953.9 | 0.0 | |
| Johnson & Johnson | 465,600.2 | 0.0 | |
| Sherwin Williams Co | 58,089.9 | 0.0 | |
| Wal Mart Stores Inc | 335,434.5 | 0.0 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | BFA Alternatives Fund 1 Ltd | [2012-03-23] | 0.0 | 6.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 52.8 |
| (b) Individuals (high net worth individuals) | 228 | 648.5 |
| (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 | 0.8 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (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 | 2 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,973 | 705.0 |
| By Discretionary | ||
| Discretionary | 1,855 | 691.9 |
| Non-Discretionary | 118 | 13.1 |
| Total | 1,973 | 705.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 699.7 | |
| Total | 1,973 | 705.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Janet Briaud | 1 | ||
| Natalie Pine | 1 | ||
| Roger Pine | 1 | ||
| 1 Briaud Financial Planning Incorporated | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800586] |
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