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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cygnet Financial Planning Inc
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|---|---|
| CRD # | 123430 |
| SEC # | 801-113800 |
| CIK # | |
| AUM | $188.8 M (2025-03-19) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 248-673-2900 |
| Address | 6515 Highland Rd Waterford, MI 48327-1668 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 477 | 87.0 |
| (b) Individuals (high net worth individuals) | 38 | 50.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 51.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 188.8 |
| By Discretionary | ||
| Discretionary | 525 | 188.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 525 | 188.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.8 | |
| Total | 525 | 188.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MPWA Inc
✚
|
CA | 0.2 |
|
Chicago Investment Advisory Council Inc
✚
|
IL | 0.2 |
|
Providence Financial and Insurance Services Inc
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|
CA | 0.2 |
|
Integrated Wealth Management Inc
✚
|
OH | 0.2 |
|
Covingtonalsina LLC
✚
|
FL | 0.2 |
|
Sensenig Capital Advisors Inc
✚
|
PA | 0.2 |
|
Regatta Research & Money Management LLC
✚
|
LA | 0.2 |
|
Quest 10 Wealth Builders Inc
✚
|
NC | 0.2 |
|
Closed-End Fund Advisors Inc
✚
|
VA | 0.2 |
|
UP Capital Management Inc
✚
|
0.2 |