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⚲
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| Financial Planning and Information Services Inc
✚
|
|
|---|---|
| CRD # | 113110 |
| SEC # | 801-61933 |
| CIK # | 0001841433 |
| AUM | $1.1 B (2024-10-10) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 920-336-0863 |
| Address | 115 Fourth Street de Pere, WI 54115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wisconsin Energy Corp | 7.8 | ||
| Procter & Gamble Co | 5.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 810 | 350.5 |
| (b) Individuals (high net worth individuals) | 347 | 728.7 |
| (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 | 2 | 0.9 |
| (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 | 4,135 | 1,080.1 |
| By Discretionary | ||
| Discretionary | 4,135 | 1,080.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,135 | 1,080.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,079.1 | |
| Total | 4,135 | 1,080.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841433] |
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|---|---|---|
|
Townsend & Associates Inc
✚
|
CO | 1.3 |
|
Salomon and Ludwin LLC
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|
VA | 1.2 |
|
Virtue Capital Management LLC
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|
TN | 1.2 |
|
One Wealth MAP LLC
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NV | 1.1 |
|
Beacon Capital Management LLC
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|
TN | 1.1 |
|
McIlrath & Eck LLC
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|
WA | 1.1 |
|
American Financial Advisors Inc
✚
|
FL | 1.0 |
|
Baron Silver Stevens Financial Advisors LLC
✚
|
FL | 1.0 |
|
Richard Young Associates Ltd
✚
|
GA | 1.0 |
|
Dixon Financial Services Inc
✚
|
0.9 |