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Leicht Financial Planning and Wealth Management Inc
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CRD # | 171967 |
SEC # | 801-79965 |
CIK # | 0001710666 |
AUM | $173.7 MM (2023-03-31) |
Employees | 5 (20% Investors, 40% Brokers) |
Phone | 973-599-0400 |
Address | 900 Lanidex Plaza Suite 110 Parsippany, NJ 07054 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 1.3 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 113 | 44.0 |
(b) Individuals (high net worth individuals) | 56 | 126.0 |
(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 | 0.3 |
(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 | 3.4 |
Total | 866 | 173.7 |
By Discretionary | ||
Discretionary | 866 | 173.7 |
Non-Discretionary | 0 | 0.0 |
Total | 866 | 173.7 |
By Non-United States Persons | ||
Non-United States Persons | 2.4 | |
United States Persons | 171.3 | |
Total | 866 | 173.7 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001710666] |
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IL | 0.2 |
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Paladin Advisory Group LLC
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Monumental Financial Group Inc
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MD | 0.2 |
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RM Financial Services LLC
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DE | 0.2 |