|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Investment Management & Planning LLC
✚
|
|
|---|---|
| CRD # | 146041 |
| SEC # | 801-107553 |
| CIK # | 0001909307 |
| AUM | $205.2 M (2025-03-07) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 302-654-5449 |
| Address | 20 Montchanin Road Greenville, DE 19807 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 34.5 |
| (b) Individuals (high net worth individuals) | 171 | 167.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 205.2 |
| By Discretionary | ||
| Discretionary | 492 | 205.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 492 | 205.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.2 | |
| Total | 492 | 205.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909307] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |
|
Ascend Interplay LLC
✚
|
NY | 0.2 |
|
Canty Financial Management Inc
✚
|
NY | 0.2 |
|
Alder Financial Group Inc
✚
|
GA | 0.2 |
|
D C Voss & Company LLC
✚
|
0.2 | |
|
Anchor Wealth Management Group LLC
✚
|
FL | 0.2 |
|
Floyd Benjamin Joseph
✚
|
TX | 0.2 |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 0.2 |
|
The Clifford Group LLC
✚
|
MA | 0.2 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.2 |