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| Happy Holidays!! thanks for using AUM13F!! |
| ESG Planning
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| CRD # | 309501 |
| SEC # | 801-122486 |
| CIK # | 0001931465 |
| AUM | $169.0 M (2025-03-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 408-644-8828 |
| Address | 2005 de La Cruz Blvd 120 Santa Clara, CA 95050 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001931465 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.3 | ||
| Apple Inc | 6.2 | ||
| Amazon Com Inc | 5.5 | ||
| Alphabet Inc | 4.2 | ||
| Merck & Co Inc | 2.6 | ||
| SPDR Gold Trust | 2.5 | ||
| Bank of Montreal /Can/ | 2.4 | ||
| Microsoft Corp | 2.3 | ||
| Facebook Inc | 2.2 | ||
| CrowdStrike Holdings Inc | 2.2 | ||
| VISA Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 82.1 |
| (b) Individuals (high net worth individuals) | 31 | 86.9 |
| (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 | 1,005 | 169.0 |
| By Discretionary | ||
| Discretionary | 989 | 140.5 |
| Non-Discretionary | 16 | 28.5 |
| Total | 1,005 | 169.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.0 | |
| Total | 1,005 | 169.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001931465] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Inman Financial Services Inc
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|
OR | 0.2 |
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3 Factor Indexing LLC
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0.2 | |
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Davis Davis and Conover Wealth Management LLC
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TN | 0.2 |
|
SF Ehrlich Associates Inc
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NJ | 0.2 |
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RH Dinel Investment Counsel Inc
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CA | 0.2 |
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Sequoia Swiss Financial Advisors AG
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0.2 | |
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Secure Planning LLC
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NH | 0.2 |
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Heisten Financial LLC
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AK | 0.2 |
|
Kapusta Financial Group Inc
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PA | 0.2 |
|
Safebridge LLC
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NC | 0.2 |