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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mark Sheptoff Financial Planning LLC
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| CRD # | 108742 |
| SEC # | 801-57744 |
| CIK # | 0001607355 |
| AUM | $428.0 M (2025-03-27) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 860-734-1090 |
| Address | 703 Hebron Ave 3rd Floor Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 24.2 | ||
| FPL Group Inc | 12.8 | ||
| Palantir Technologies Inc | 10.0 | ||
| Apple Inc | 9.6 | ||
| Veeva Systems Inc | 7.7 | ||
| PepsiCo Inc | 5.8 | ||
| Abbott Laboratories | 5.8 | ||
| United Technologies Corp /DE/ | 5.8 | ||
| Johnson & Johnson | 5.4 | ||
| Tesla Motors Inc | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 44.9 |
| (b) Individuals (high net worth individuals) | 93 | 330.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 46.1 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 428.0 |
| By Discretionary | ||
| Discretionary | 759 | 428.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 759 | 428.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.0 | |
| Total | 759 | 428.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001607355] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sterling Wealth Management Inc
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|
IL | 0.4 |
|
Beta Wealth Group Inc
✚
|
CA | 0.4 |
|
Madison Advisory Services Inc
✚
|
NY | 0.4 |
|
Maryland Capital Advisors Inc
✚
|
MD | 0.4 |
|
Sands Capital Horizons LLC
✚
|
VA | 0.4 |
|
Altman Advisors Inc
✚
|
IL | 0.4 |
|
John F Suby Wealth Management LLC
✚
|
WI | 0.4 |
|
Lisanti Capital Growth LLC
✚
|
NY | 0.4 |
|
Sarver Vrooman Wealth Advisors LLC
✚
|
MO | 0.4 |
|
Etesian Wealth Advisors Inc
✚
|
OR | 0.4 |