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| International Financial Planning LLC
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|---|---|
| CRD # | 327686 |
| SEC # | 801-128553 |
| CIK # | 0001909307 |
| AUM | $32.1 M (2025-01-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 540-222-0478 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| Tesla Motors Inc | 1.8 | ||
| Apple Inc | 0.6 | ||
| Amazon Com Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 32.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 32.1 |
| By Discretionary | ||
| Discretionary | 3 | 12.6 |
| Non-Discretionary | 1 | 19.5 |
| Total | 4 | 32.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.1 | |
| Total | 4 | 32.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909307] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Webull Advisors LLC
✚
|
FL | 0.0 |
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
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|
0.0 | |
|
Future Perfect Planning LLC
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|
0.0 | |
|
Magellan Financial Solutions LLC
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|
NY | 0.0 |
|
Clearview Financial Planning Inc
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|
NY | 0.0 |
|
The Eastrade Asset Management Corporation
✚
|
0.0 | |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Twentythree Advisory LLC
✚
|
0.0 | |
|
Passive Management LLC
✚
|
NY | 0.0 |