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⚲
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| Ignite Planners LLC
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| |
|---|---|
| CRD # | 289797 |
| SEC # | 801-112029 |
| CIK # | 0001849348 |
| AUM | $715.8 MM (2024-08-22) |
| Employees | 31 (100% Investors, 65% Brokers) |
| Phone | 619-504-1907 |
| Address | 109 E Escalones San Clemente, CA 92672 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 18.4 | |
| NVDA | 399,550.0 | 12.6 | |
| MSFT | 1,918,222.4 | 11.1 | |
| AMZN | 1,092,997.8 | 6.4 | |
| TSLA | 723,390.3 | 5.0 | |
| META | 434,852.0 | 4.1 | |
| TRMK | 1,813.8 | 4.1 | |
| COST | 207,576.9 | 3.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,211 | 379.3 |
| (b) Individuals (high net worth individuals) | 286 | 334.6 |
| (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 | 0.4 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 1.1 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,503 | 715.8 |
| By Discretionary | ||
| Discretionary | 3,503 | 715.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,503 | 715.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 715.8 | |
| Total | 3,503 | 715.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001849348] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The NorthStar Group Inc
✚
|
NY | 0.7 |
|
Northwest Wealth Management LLC
✚
|
IA | 0.7 |
|
Sovereign Financial Group Inc
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|
CT | 0.7 |
|
Strategic Point Investment Advisors LLC
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|
RI | 0.7 |
|
Sloan Investment Management LLC
✚
|
TX | 0.7 |
|
Trivium Point Advisory LLC
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|
CT | 0.7 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 0.7 |
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 0.7 |
|
DB Root & Company LLC
✚
|
PA | 0.7 |
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.7 |