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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Confidential Planning I LLC
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| CRD # | 145807 |
| SEC # | 801-69184 |
| CIK # | |
| AUM | |
| Employees | 9 (89% Investors, 89% Brokers) |
| Phone | 315-251-1101 |
| Address | 5845 Widewaters Parkway East Syracuse, NY 13057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 17 | 53.8 |
| Total | 17 | 53.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 17 | 53.8 |
| Total | 17 | 53.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.8 | |
| Total | 17 | 53.8 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Investments LLC
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|
NY | 1.1 |
|
Pinnacle Advisors LLC
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|
NY | 0.0 |
|
Confidential Planning I LLC
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|
NY | 0.0 |