|
⚲
|
| Investment Management & Planning LLC
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| |
|---|---|
| CRD # | 146041 |
| SEC # | 801-107553 |
| CIK # | 0001909307 |
| AUM | $197.4 MM (2024-01-24) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 302-654-5449 |
| Address | 20 Montchanin Road Greenville, DE 19807 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 2.8 | |
| TSLA | 723,390.3 | 1.1 | |
| AAPL | 2,382,844.0 | 0.6 | |
| AMZN | 1,092,997.8 | 0.4 | |
| MSFT | 1,918,222.4 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 33.8 |
| (b) Individuals (high net worth individuals) | 174 | 161.5 |
| (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 | 4 | 2.1 |
| (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 | 497 | 197.4 |
| By Discretionary | ||
| Discretionary | 497 | 197.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 497 | 197.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 497 | 197.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909307] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Deane Retirement Strategies Inc
✚
|
LA | 0.2 |
|
Washburn Capital Management Inc
✚
|
FL | 0.2 |
|
Hiley Hunt Wealth Management Inc
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|
NE | 0.2 |
|
Corrado Advisors LLC
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|
NJ | 0.2 |
|
Prosperity Advisory Group LLC
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|
NY | 0.2 |
|
We Alliance Wealth Advisors Inc
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|
CA | 0.2 |
|
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Equity Wealth Partners LLC
✚
|
MO | 0.2 |