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| Happy Holidays!! thanks for using AUM13F!! |
| Compound Planning Inc
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| CRD # | 171787 |
| SEC # | 801-126007 |
| CIK # | 0001978879 |
| AUM | $3.0 B (2025-04-21) |
| Employees | 104 (46% Investors, 2% Brokers) |
| Phone | 888-533-9364 |
| Address | 115 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coinbase Global Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| ALTC Acquisition Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Robinhood Markets Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,420 | 0.4 |
| (b) Individuals (high net worth individuals) | 632 | 2.0 |
| (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 | 203 | 0.2 |
| (h) Charitable organizations | 50 | 0.3 |
| (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 | 47 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,372 | 3.0 |
| By Discretionary | ||
| Discretionary | 6,372 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,372 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 6,372 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001978879] |
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|---|---|---|
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St Germain Investment Management Inc
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MA | 3.1 |
|
Donaldson Capital Management LLC
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IN | 3.1 |
|
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XML Financial LLC
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|
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MA | 3.0 |
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Hoisington Investment Management Co
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TX | 3.0 |