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| Happy Holidays!! thanks for using AUM13F!! |
| Mallini Complete Financial Planning LLC
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| CRD # | 175341 |
| SEC # | 801-123429 |
| CIK # | 0002049540 |
| AUM | $156.8 M (2025-07-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 352-221-9300 |
| Address | 2631 NW 41st Street Gainesville, FL 32606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002049540 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| USA Compression Partners LP | 2.3 | ||
| Ares Capital Corp | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Energy Transfer Equity LP | 0.6 | ||
| Apple Inc | 0.6 | ||
| Guggenheim Strategic Opportunities Fund | 0.6 | ||
| CornerStone Total Return Fund Inc | 0.5 | ||
| AllianceBernstein Holding LP | 0.4 | ||
| PIMCO Income Strategy Fund II | 0.4 | ||
| Sixth Street Specialty Lending Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 32.9 |
| (b) Individuals (high net worth individuals) | 53 | 122.6 |
| (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 | 0.5 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 156.8 |
| By Discretionary | ||
| Discretionary | 542 | 155.6 |
| Non-Discretionary | 10 | 1.2 |
| Total | 552 | 156.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.8 | |
| Total | 552 | 156.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049540] |
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