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| Happy Holidays!! thanks for using AUM13F!! |
| Lifeplan Investment Advisors Inc
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|---|---|
| CRD # | 144157 |
| SEC # | 801-122570 |
| CIK # | 0002045484 |
| AUM | $238.6 M (2025-03-26) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 919-858-6119 |
| Address | 7201 Creedmoor Rd Raleigh, NC 27613 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 4.3 | ||
| Nvidia Corp | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 59.6 |
| (b) Individuals (high net worth individuals) | 117 | 178.7 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 238.6 |
| By Discretionary | ||
| Discretionary | 913 | 238.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 913 | 238.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 238.1 | |
| Total | 913 | 238.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002045484] |
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0.2 |