|
⚲
|
| Connected Financial Planning LLC
✚
| |
|---|---|
| CRD # | 323519 |
| SEC # | 801-129786 |
| CIK # | |
| AUM | $4.0 MM (2024-02-27) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 781-325-1844 |
| Address | Brunnenwiesenstrasse 27 Uster, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.6 |
| (b) Individuals (high net worth individuals) | 1 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 4.0 |
| By Discretionary | ||
| Discretionary | 40 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 40 | 4.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tradingvalley Inc
✚
|
0.0 | |
|
Cystein Management LLC
✚
|
0.0 | |
|
Mandeville Private Client USA Inc
✚
|
0.0 | |
|
Christmas Corporation
✚
|
0.0 | |
|
Herrington Financial Services Inc
✚
|
GA | 0.0 |
|
Procapita Partners LLC
✚
|
NY | 0.0 |
|
El Castillo Investments LLC
✚
|
FL | 0.0 |
|
Spike Invest
✚
|
VA | 0.0 |
|
21st Century Advisors Inc
✚
|
FL | 0.0 |
|
Interlock Fund Management LLC
✚
|
CA | 0.0 |