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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marvel Financial Planning Inc
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|---|---|
| CRD # | 327420 |
| SEC # | 801-128603 |
| CIK # | |
| AUM | $124.4 M (2025-03-12) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 317-570-1800 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 74.8 |
| (b) Individuals (high net worth individuals) | 34 | 49.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 736 | 124.4 |
| By Discretionary | ||
| Discretionary | 736 | 124.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 736 | 124.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.4 | |
| Total | 736 | 124.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
Capital City Wealth Management Inc
✚
|
ND | 0.1 |
|
Dipaolo Financial Group Inc
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FL | 0.1 |
|
Tea & Taxes Company DBA Prosperitea Planning
✚
|
0.1 | |
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Town Capital LLC
✚
|
MD | 0.1 |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
Eagleson Arndt Financial Advisors LLC
✚
|
CA | 0.1 |
|
Chartered Advisory Group Inc
✚
|
PA | 0.1 |