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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| NGP Financial Planning LLC
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| CRD # | 310443 |
| SEC # | 801-131851 |
| CIK # | |
| AUM | $104.6 M (2025-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 425-444-6715 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 13.1 |
| (b) Individuals (high net worth individuals) | 28 | 91.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 201 | 104.6 |
| By Discretionary | ||
| Discretionary | 201 | 104.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 104.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.6 | |
| Total | 201 | 104.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GCI Financial Group Inc
✚
|
NJ | 0.1 |
|
Alpine Wealth Advisors LLC
✚
|
CO | 0.1 |
|
RBG Wealth Advisors LLC
✚
|
TN | 0.1 |
|
Huesler Financial Consulting AG
✚
|
0.1 | |
|
PUFF Wealth Management LLC
✚
|
NJ | 0.1 |
|
Foundry Financial LLC
✚
|
CA | 0.1 |
|
Enspire Wealth Management LLC
✚
|
CA | 0.1 |
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |
|
K R Financial LLC
✚
|
0.1 | |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |