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| Minerva Planning Group Inc
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| |
|---|---|
| CRD # | 127263 |
| SEC # | 801-80329 |
| CIK # | |
| AUM | $160.6 MM (2024-05-07) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 404-816-6688 |
| Address | 315 W Ponce de Leon Avenue Decatur, GA 30030 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 31.7 |
| (b) Individuals (high net worth individuals) | 55 | 128.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 494 | 160.6 |
| By Discretionary | ||
| Discretionary | 494 | 160.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 494 | 160.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.6 | |
| Total | 494 | 160.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Matriarch Wealth Management LLC
✚
|
FL | 0.2 |
|
Goalfusion Wealth Management LLC
✚
|
TX | 0.2 |
|
Retirement Plan Fiduciaries LLC
✚
|
TX | 0.2 |
|
Elevation Wealth Partners LLC
✚
|
FL | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Bersot Capital Management LLC
✚
|
CA | 0.2 |
|
D M Brenner Inc
✚
|
CA | 0.2 |
|
Wealthcare Capital Partners LLC
✚
|
PA | 0.2 |
|
Centricity Wealth Management LLC
✚
|
OH | 0.2 |
|
Landmark Wealth Management Inc
✚
|
IL | 0.2 |