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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Curtis Financial Planning LLC
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| CRD # | 136785 |
| SEC # | 801-132154 |
| CIK # | |
| AUM | $129.6 M (2025-02-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 510-451-3528 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 9.6 |
| (b) Individuals (high net worth individuals) | 57 | 120.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 129.6 |
| By Discretionary | ||
| Discretionary | 226 | 129.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 129.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.6 | |
| Total | 226 | 129.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Townsend Financial Planning LLC
✚
|
KY | 0.1 |
|
St Bernard Financial Services Inc
✚
|
AR | 0.1 |
|
Provident Living Financial Services Inc
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UT | 0.1 |
|
Ballast Point Financial Planning LLC
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|
CA | 0.1 |
|
Mercantile Advisors I LLC
✚
|
TX | 0.1 |
|
Twin City Private Wealth LLC
✚
|
NC | 0.1 |
|
RABE Investment Consulting Group
✚
|
OH | 0.1 |
|
Verus Capital Ventures Inc
✚
|
TX | 0.1 |
|
JN Private Wealth Management LLC
✚
|
MD | 0.1 |
|
Ethos Capital Management Inc
✚
|
PA | 0.1 |