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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lubitz Linda S CFP PA
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|---|---|
| CRD # | 108648 |
| SEC # | 801-56677 |
| CIK # | |
| AUM | $279.6 M (2025-03-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 305-670-4440 |
| Address | 121 Alhambra Plaza Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 20.6 |
| (b) Individuals (high net worth individuals) | 120 | 248.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 747 | 279.6 |
| By Discretionary | ||
| Discretionary | 747 | 279.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 747 | 279.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.6 | |
| Total | 747 | 279.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gutierrez Wealth Advisory LLC
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|
AR | 0.3 |
|
Synergy Financial Partners LLC
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|
CO | 0.3 |
|
Promontory Financial Planning LLC
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|
0.3 | |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.3 |
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
✚
|
0.3 | |
|
Covington & Associates Inc
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|
NJ | 0.3 |
|
Moser Wealth Advisors LLC
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|
WA | 0.3 |