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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Investment Planning Advisors
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| CRD # | 299212 |
| SEC # | 801-117561 |
| CIK # | 0002024049 |
| AUM | $334.1 M (2025-07-15) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 770-205-4394 |
| Address | 327 Dahlonega Street, Suite 503 Cumming, GA 30040 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Berkley W R Corp | 1.5 | ||
| Microsoft Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,139 | 236.1 |
| (b) Individuals (high net worth individuals) | 67 | 98.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,275 | 334.1 |
| By Discretionary | ||
| Discretionary | 2,275 | 334.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,275 | 334.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.1 | |
| Total | 2,275 | 334.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002024049] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greykasell Wealth Strategies Inc
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|
CA | 0.3 |
|
NorthStar Advisory Group LLC
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|
NJ | 0.3 |
|
My Personal CFO LLC
✚
|
WA | 0.3 |
|
Income Focus Portfolio Management LLC
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|
WY | 0.3 |
|
Meredith Wealth Planning LLC
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|
IL | 0.3 |
|
Atlas Asset Management LLC
✚
|
PR | 0.3 |
|
Birch Run Investments LLC
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|
PA | 0.3 |
|
Compass Financial Services Inc
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|
IA | 0.3 |
|
Crescent Hill Partners LLC
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|
NY | 0.3 |
|
Carnegie Wealth Management LLC
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|
PA | 0.3 |