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Fee-Only Financial Planning LC
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CRD # | 108365 |
SEC # | 801-60251 |
CIK # | |
AUM | $307.7 MM (2023-03-28) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 540-342-7102 |
Address | 45 Sugar Mill Drive Okatie, SC 29909 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 59 | 30.3 |
(b) Individuals (high net worth individuals) | 86 | 277.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 495 | 307.7 |
By Discretionary | ||
Discretionary | 470 | 302.6 |
Non-Discretionary | 25 | 5.2 |
Total | 495 | 307.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 307.7 | |
Total | 495 | 307.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Tolsma Investments LLC
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|
WA | 0.3 |
Financial & Tax Architects LLC
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|
MO | 0.3 |
Lesjak Planning LLC
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|
OH | 0.3 |
Mustard Seed Financial LLC
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|
AR | 0.3 |
Allgen Financial Advisors Inc
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|
FL | 0.3 |
NCM Capital Management LLC
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|
NJ | 0.3 |
Park Capital Management LLC
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|
WI | 0.3 |
Moneywise Inc
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|
VA | 0.3 |
Widmann Financial Services Inc
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|
MD | 0.3 |
Capital Square LLC
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|
TN | 0.3 |