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| Life Planning Partners Inc
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|
|
|---|---|
| CRD # | 129338 |
| SEC # | 801-107568 |
| CIK # | 0001910934 |
| AUM | $354.0 M (2026-01-29) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 904-448-5158 |
| Address | 6550 St Augustine Road Jacksonville, FL 32217-2847 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Express-1 Expedited Solutions Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 14.5 |
| (b) Individuals (high net worth individuals) | 84 | 339.1 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 354.0 |
| By Discretionary | ||
| Discretionary | 580 | 353.1 |
| Non-Discretionary | 2 | 0.9 |
| Total | 582 | 354.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.0 | |
| Total | 582 | 354.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910934] |
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✚
|
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|
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