|
⚲
|
| Keyboard |
| Decker Retirement Planning Inc
✚
|
|
|---|---|
| CRD # | 284281 |
| SEC # | 801-120733 |
| CIK # | 0001975700 |
| AUM | 359.9 M (2026-05-29) |
| Employees | 23 (30% Investors, 0% Brokers) |
| Phone | 855-425-4566 |
| Address | 2889 W Ashton Blvd Lehi, UT 84048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Marvell Technology Inc | 7.0 | ||
| ARM Holdings PLC /UK | 6.7 | ||
| CEVA Inc | 5.8 | ||
| Seagate Technology PLC | 5.5 | ||
| Lumentum Holdings Inc | 4.5 | ||
| Vestis Corp | 4.2 | ||
| Bandwidth Inc | 4.1 | ||
| Maravai Lifesciences Holdings Inc | 3.8 | ||
| Corning Inc /NY | 3.7 | ||
| II-VI Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 226.0 |
| (b) Individuals (high net worth individuals) | 54 | 131.0 |
| (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 | 0.5 |
| (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 | 7 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,299 | 359.9 |
| By Discretionary | ||
| Discretionary | 2,299 | 359.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,299 | 359.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.9 | |
| Total | 2,299 | 359.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001975700] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 80 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sebold Capital Management Inc
✚
|
IL | 364.3 M |
|
Maripau Wealth Management LLC
✚
|
IN | 363.8 M |
|
Presper Financial Architects LLC
✚
|
OH | 362.6 M |
|
Avivar Capital LLC
✚
|
362.1 M | |
|
Union Square Investment Co
✚
|
CA | 361.2 M |
|
MFP Financial Services LLC
✚
|
FL | 361.0 M |
|
TSA Wealth Management LLC
✚
|
TX | 358.8 M |
|
The Stolper Company LLC
✚
|
OK | 356.3 M |
|
Armor Investment Advisors LLC
✚
|
NC | 356.0 M |
|
Hanover Advisors Inc
✚
|
SC | 354.9 M |