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Fiduciary Planning LLC
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CRD # | 304104 |
SEC # | 801-116818 |
CIK # | 0001792851 |
AUM | $289.9 MM (2024-08-27) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 610-399-1500 |
Address | 33 South Indiana Avenue Englewood, FL 34223 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 3.4 | |
AAPL | 2,382,844.0 | 2.6 | |
AVGO | 201,282.9 | 2.0 | |
GOOGL | 1,475,138.5 | 1.7 | |
NVDA | 399,550.0 | 1.5 | |
CPRT | 25,870.7 | 1.4 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 771 | 152.8 |
(b) Individuals (high net worth individuals) | 68 | 124.2 |
(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 | 4 | 12.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 1 | 0.4 |
(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 | 1,472 | 289.9 |
By Discretionary | ||
Discretionary | 1,223 | 260.8 |
Non-Discretionary | 249 | 29.1 |
Total | 1,472 | 289.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 289.9 | |
Total | 1,472 | 289.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001792851] |
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Flywheel Private Wealth LLC
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CA | 0.3 |
Pollock Investment Advisors LLC
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Gunpowder Capital Management LLC
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MN Wealth Advisors LLC
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KS | 0.3 |
Marin Bay Wealth Advisors LLC
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CA | 0.3 |
Evans Investment Advisors LLC
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Asset Planning Services Inc
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Invenio Wealth Partners LLC
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Lowery Thomas LLC
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CA | 0.3 |