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⚲
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| Financial Planning and Information Services Inc
✚
|
|
|---|---|
| CRD # | 113110 |
| SEC # | 801-61933 |
| CIK # | 0001841433 |
| AUM | $896.7 MM (2023-02-28) |
| Employees | 17 (24% Investors, 0% Brokers) |
| Phone | 920-336-0863 |
| Address | 115 Fourth Street de Pere, WI 54115 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WEC | 31,265.9 | 5.4 | |
| PG | 338,108.9 | 4.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 358.7 |
| (b) Individuals (high net worth individuals) | 272 | 537.3 |
| (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 | 0.7 |
| (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 | 1,110 | 896.7 |
| By Discretionary | ||
| Discretionary | 1,110 | 896.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,110 | 896.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 895.9 | |
| Total | 1,110 | 896.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001841433] |
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|---|---|---|
|
Straightline Group LLC
✚
|
MI | 1.0 |
|
Townsend & Associates Inc
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|
CO | 1.0 |
|
Virtue Capital Management LLC
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TN | 0.9 |
|
HYA Advisors Inc
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MO | 0.9 |
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Armstrong Fleming & Moore Inc
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DC | 0.9 |
|
Arbor Investment Advisors LLC
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|
Anodos Advisors LLC
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|
CA | 0.8 |
|
Baron Silver Stevens Financial Advisors LLC
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|
FL | 0.7 |
|
American Financial Advisors Inc
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|
FL | 0.7 |
|
Dixon Financial Services Inc
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|
CA | 0.7 |