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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Frisco Financial Planning LLC
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|---|---|
| CRD # | 132585 |
| SEC # | 801-130915 |
| CIK # | |
| AUM | $109.8 M (2025-03-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 469-248-6237 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 8.4 |
| (b) Individuals (high net worth individuals) | 38 | 101.4 |
| (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 | 201 | 109.8 |
| By Discretionary | ||
| Discretionary | 201 | 109.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.8 | |
| Total | 201 | 109.8 |
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|---|---|---|
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MI | 0.1 |
|
White Oak Financial Management Inc
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NC | 0.1 |
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0.1 | |
|
Peak Financial Consulting Inc
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MN | 0.1 |
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ME | 0.1 |
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Hinsdale Associates Inc
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IL | 0.1 |
|
Wolfgang Capital LLC
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CA | 0.1 |
|
Bolt Financial Group Inc
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|
OH | 0.1 |
|
OMNI Financial LLC
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|
WI | 0.1 |
|
VIP Planners Inc
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|
VA | 0.1 |