|
⚲
|
| Life Planning Partners Inc
✚
| |
|---|---|
| CRD # | 129338 |
| SEC # | 801-107568 |
| CIK # | 0001910934 |
| AUM | $273.8 MM (2024-02-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 904-448-5158 |
| Address | 6550 St Augustine Road Jacksonville, FL 32217-2847 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 8.4 |
| (b) Individuals (high net worth individuals) | 79 | 261.5 |
| (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 | 0 | 3.4 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 536 | 273.8 |
| By Discretionary | ||
| Discretionary | 534 | 273.1 |
| Non-Discretionary | 2 | 0.7 |
| Total | 536 | 273.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.8 | |
| Total | 536 | 273.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910934] |
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