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| Happy Holidays!! thanks for using AUM13F!! |
| Intrepid Financial Planning Group LLC
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|---|---|
| CRD # | 112196 |
| SEC # | 801-61020 |
| CIK # | 0001641296 |
| AUM | $355.0 M (2025-05-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 317-818-1776 |
| Address | 2454 E 116th Street Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 8.1 | |
| J P Morgan Chase & Co | 6.5 | |
| Lilly Eli & Co | 6.3 | |
| Palantir Technologies Inc | 4.7 | |
| VISA Inc | 3.7 | |
| Amazon Com Inc | 3.6 | |
| Microsoft Corp | 3.2 | |
| Northwest Bancshares Inc | 2.5 | |
| Blackstone Group LP | 2.0 | |
| Marvell Technology Inc | 2.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,204 | 128.4 |
| (b) Individuals (high net worth individuals) | 192 | 224.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,407 | 355.0 |
| By Discretionary | ||
| Discretionary | 1,407 | 355.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,407 | 355.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.0 | |
| Total | 1,407 | 355.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001641296] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stone Summit Wealth LLC
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|
0.4 | |
|
Trinity Wealth Management LLC
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|
OH | 0.4 |
|
Legacy CG LLC
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TX | 0.4 |
|
Navigate Wealth Management LLC
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AL | 0.4 |
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Seabird Financial Corporation
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CA | 0.4 |
|
Exchange Place Advisors LLC
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|
MA | 0.4 |
|
Dougherty & Associates Financial Advisors Inc
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|
MN | 0.4 |
|
Peak Wealth Management LLC
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|
NY | 0.4 |
|
Nexus338 LLC
✚
|
MD | 0.4 |
|
SGL Investment Advisors Inc
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|
MT | 0.4 |