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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Forbes Financial Planning Inc
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| CRD # | 143912 |
| SEC # | 801-117958 |
| CIK # | 0001911316 |
| AUM | $195.5 M (2025-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 401-885-7300 |
| Address | 660 Main Street East Greenwich, RI 02818 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.0 | ||
| Global MOFY Metaverse Ltd | 2.0 | ||
| Microsoft Corp | 0.9 | ||
| Philip Morris International Inc | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| Palantir Technologies Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 69.7 |
| (b) Individuals (high net worth individuals) | 329 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 20 | 3.0 |
| Total | 867 | 195.5 |
| By Discretionary | ||
| Discretionary | 867 | 195.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 867 | 195.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.5 | |
| Total | 867 | 195.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911316] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |
|
Prato Capital Management Inc
✚
|
NY | 0.2 |
|
Cooper Financial Services Inc
✚
|
CT | 0.2 |
|
Kingsman Wealth Management Inc
✚
|
FL | 0.2 |
|
Kelley Investments LLC
✚
|
0.2 | |
|
Draper Asset Management LLC
✚
|
NY | 0.2 |
|
Barker Wealth Management LLC
✚
|
WA | 0.2 |
|
Griffith & Werner Inc
✚
|
GA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |