Obsidian Personal Planning Solutions LLC
- Assets, Funds, Holdings
| Obsidian Personal Planning Solutions LLC
|
| CRD # | 168342 |
| SEC # | 801-78523 |
| CIK # | 0001909128 |
| AUM |
|
| Employees |
10 (70% Investors, 50% Brokers)
|
| Phone | 301-990-4395 |
| Address | 2099 Gaither Road
Rockville, MD 20850 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Instagram]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
662
|
135.7 |
| (b) Individuals (high net worth individuals) |
128
|
252.3 |
| (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 |
19.0 |
| (h) Charitable organizations |
0 |
0.2 |
| (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 |
1,395 |
407.2 |
| By Discretionary |
| Discretionary |
1,003 |
341.7 |
| Non-Discretionary |
392 |
65.5 |
| Total |
1,395 |
407.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
407.2 |
| Total |
1,395 |
407.2 |
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