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| Investment Planning Advisors
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|---|---|
| CRD # | 299212 |
| SEC # | 801-117561 |
| CIK # | 0002024049 |
| AUM | 421.7 M (2026-03-03) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 770-205-4394 |
| Address | 3550 Rowe Lane Cumming, GA 30041 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 700 | 187.9 |
| (b) Individuals (high net worth individuals) | 120 | 233.8 |
| (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 | 2,645 | 421.7 |
| By Discretionary | ||
| Discretionary | 2,645 | 421.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,645 | 421.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.7 | |
| Total | 2,645 | 421.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002024049] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 29 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Divergent Planning LLC
✚
|
MD | 423.1 M |
|
Zullo Investment Group Inc
✚
|
PA | 423.0 M |
|
Congress Park Capital LLC
✚
|
NY | 422.3 M |
|
Adirondack Capital Advisors LLC
✚
|
NY | 422.3 M |
|
Primetrust Advisors LLC
✚
|
SC | 421.6 M |
|
Giverny Capital Advisors LLC
✚
|
NJ | 420.9 M |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 420.8 M |
|
Rubicon Advisors GP
✚
|
CA | 420.7 M |
|
Acima Private Wealth LLC
✚
|
VA | 420.4 M |
|
Genesee Capital Advisors LLC
✚
|
NY | 420.3 M |