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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Planning Fort Collins LLC
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| CRD # | 283890 |
| SEC # | 801-130854 |
| CIK # | |
| AUM | $110.0 M (2025-02-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 970-225-0504 |
| Address | 375 E Horsetooth Rd Fort Collins, CO 80525-3197 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 31.9 |
| (b) Individuals (high net worth individuals) | 38 | 78.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 110.0 |
| By Discretionary | ||
| Discretionary | 435 | 108.7 |
| Non-Discretionary | 1 | 1.3 |
| Total | 436 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 436 | 110.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CornerStone Wealth Advisors Inc
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|
CA | 0.1 |
|
Willow Financial LLC
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|
AR | 0.1 |
|
Kerr Financial Planning Corporation
✚
|
CA | 0.1 |
|
My Financial Aurora Limited Liability Company
✚
|
TX | 0.1 |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
CMG Financial Consulting LLC
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|
0.1 | |
|
Breakwater Financial LLC
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|
MA | 0.1 |