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Intrepid Financial Planning Group LLC
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CRD # | 112196 |
SEC # | 801-61020 |
CIK # | 0001641296 |
AUM | $316.1 MM (2024-03-20) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 317-818-1776 |
Address | 2454 E 116th Street Carmel, IN 46032 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LLY | 301,789.7 | 10.8 | |
AAPL | 2,382,844.0 | 9.3 | |
JPM | 340,169.2 | 4.5 | |
NWBI | 1,624.4 | 3.5 | |
AMZN | 1,092,997.8 | 3.3 | |
MSFT | 1,918,222.4 | 3.2 | |
V | 419,260.5 | 3.2 | |
BX | 69,051.8 | 2.1 | |
JNJ | 465,600.2 | 2.0 | |
COST | 207,576.9 | 2.0 |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,187 | 106.8 |
(b) Individuals (high net worth individuals) | 156 | 164.3 |
(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 | 1 | 0.8 |
(h) Charitable organizations | 3 | 0.2 |
(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 | 6 | 1.0 |
(n) Other | 0 | 0.0 |
Total | 1,353 | 273.2 |
By Discretionary | ||
Discretionary | 1,353 | 273.2 |
Non-Discretionary | 0 | 0.0 |
Total | 1,353 | 273.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 273.2 | |
Total | 1,353 | 273.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001641296] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Twin Peaks Wealth Advisors LLC
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|
CA | 0.3 |
Roger Wittlin Investment Advisory LLC
✚
|
CA | 0.3 |
Morton Brown Family Wealth LLC
✚
|
PA | 0.3 |
Auour Investments LLC
✚
|
MA | 0.3 |
Legacy CG LLC
✚
|
TX | 0.3 |
Fifth Force Management LLC
✚
|
TX | 0.3 |
Taylor Financial Group Inc
✚
|
VA | 0.3 |
CMG Global Holdings LLC
✚
|
TX | 0.3 |
Fellowship Financial Planning LLC
✚
|
WA | 0.3 |
JJP Capital Management Inc
✚
|
MO | 0.3 |