|
⚲
|
| Keyboard |
| Partners in Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 151980 |
| SEC # | 801-70754 |
| CIK # | 0002054264 |
| AUM | 913.6 M (2026-03-23) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 540-444-2930 |
| Address | 421 South College Avenue Salem, VA 24153 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.3 | ||
| Norfolk Southern Corp | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 354 | 580.7 |
| (b) Individuals (high net worth individuals) | 37 | 323.7 |
| (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 | 5 | 9.1 |
| (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 | 2,774 | 913.6 |
| By Discretionary | ||
| Discretionary | 2,774 | 913.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,774 | 913.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 913.6 | |
| Total | 2,774 | 913.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054264] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Advisory Resource Group LLC
✚
|
OK | 926.6 M |
|
B&D White Capital Company LLC
✚
|
TX | 925.2 M |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 920.1 M |
|
White Lighthouse Investment Management Inc
✚
|
918.6 M | |
|
Rainey & Randall Wealth Advisors Inc
✚
|
FL | 918.2 M |
|
McMillan Office Inc
✚
|
MI | 913.7 M |
|
Cullen Investment Group Ltd
✚
|
LA | 910.0 M |
|
South Street Advisors LLC
✚
|
NY | 906.1 M |
|
Studio Investment Management LLC
✚
|
IL | 903.0 M |
|
93 Financial Group LLC
✚
|
MA | 899.7 M |