Falcon Wealth Planning Inc

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Assets, Funds, Holdings

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Falcon Wealth Planning Inc
CRD #174092
SEC #801-112659
CIK #0001839850
AUM $1.0 BB (2024-08-22)
Employees 33 (55% Investors, 0% Brokers)
Phone855-963-2526
Address3400 Inland Empire Blvd
Ontario, CA 91764
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
110088066044022002009201420192025
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 ($MM)
80064048032016002020202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001839850]
Comparable Firms State AUM ($BB)
Stewart & Patten Co LLC
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
MA 1.0
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