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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Decker Retirement Planning Inc
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|---|---|
| CRD # | 284281 |
| SEC # | 801-120733 |
| CIK # | 0001975700 |
| AUM | $285.1 M (2025-03-14) |
| Employees | 22 (27% Investors, 0% Brokers) |
| Phone | 855-425-4566 |
| Address | 2889 W Ashton Blvd Lehi, UT 84043 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 3.7 | ||
| Mosaic Co | 3.7 | ||
| Seagate Technology PLC | 3.7 | ||
| Dollar Tree Inc | 3.5 | ||
| NRG Energy Inc | 3.5 | ||
| Netflix Inc | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 886 | 178.9 |
| (b) Individuals (high net worth individuals) | 14 | 106.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,461 | 285.1 |
| By Discretionary | ||
| Discretionary | 2,461 | 285.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,461 | 285.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.1 | |
| Total | 2,461 | 285.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001975700] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |
|
Wealthview Capital LLC
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|
MS | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
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|
MN | 0.3 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.3 | |
|
BETO Financial Group LLC
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|
ID | 0.3 |
|
Robasciotti & Associates Inc
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|
0.3 | |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.3 |
|
Turn8 Private Wealth Inc
✚
|
0.3 | |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Assetgrade LLC
✚
|
MA | 0.3 |