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Falcon Wealth Planning Inc
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CRD # | 174092 |
SEC # | 801-112659 |
CIK # | 0001839850 |
AUM | $1.0 BB (2024-08-22) |
Employees | 33 (55% Investors, 0% Brokers) |
Phone | 855-963-2526 |
Address | 3400 Inland Empire Blvd Ontario, CA 91764 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 56.5 | |
MSFT | 1,918,222.4 | 4.6 | |
NVDA | 399,550.0 | 4.4 | |
AMZN | 1,092,997.8 | 2.7 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,312 | 336.7 |
(b) Individuals (high net worth individuals) | 284 | 678.5 |
(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 | 1.9 |
(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 | 28 | 7.9 |
(n) Other | 0 | 0.0 |
Total | 5,425 | 1,024.9 |
By Discretionary | ||
Discretionary | 5,330 | 1,009.9 |
Non-Discretionary | 95 | 15.0 |
Total | 5,425 | 1,024.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,024.9 | |
Total | 5,425 | 1,024.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001839850] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Stewart & Patten Co LLC
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|
CA | 1.0 |
Moisand Fitzgerald Tamayo LLC
✚
|
FL | 1.0 |
Northern Trust Securities Inc
✚
|
IL | 1.0 |
Greystone Financial Group LLC
✚
|
MI | 1.0 |
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 1.0 |
Duncan Williams Asset Management LLC
✚
|
TN | 1.0 |
Pinkerton Retirement Specialists LLC
✚
|
ID | 1.0 |
Valley Wealth Strategies LLC
✚
|
CA | 1.0 |
Matrix Asset Advisors Inc
✚
|
NY | 1.0 |
Claro Advisors LLC
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|
MA | 1.0 |