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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kerr Financial Planning Corporation
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|---|---|
| CRD # | 277142 |
| SEC # | 801-133713 |
| CIK # | |
| AUM | $110.1 M (2025-06-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 559-277-4772 |
| Address | 7255 N First Street, Suite 101 Fresno, CA 93720 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 13.1 |
| (b) Individuals (high net worth individuals) | 82 | 97.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 110.1 |
| By Discretionary | ||
| Discretionary | 818 | 110.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 818 | 110.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.1 | |
| Total | 818 | 110.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 0.1 |
|
Entelevest LLC
✚
|
FL | 0.1 |
|
1015 Capital Partners LLC
✚
|
0.1 | |
|
CornerStone Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
My Financial Aurora Limited Liability Company
✚
|
TX | 0.1 |
|
Financial Planning Fort Collins LLC
✚
|
CO | 0.1 |
|
Octant Quantitative Investment Management LLC
✚
|
UT | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |