PDS Planning Inc

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Assets, Funds, Holdings

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PDS Planning Inc
CRD #106895
SEC #801-33041
CIK #0000838618
AUM $1.4 BB (2024-03-28)
Employees 16 (69% Investors, 0% Brokers)
Phone614-481-8449
Address475 Metro Place S
Dublin, OH 43017
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1400112084056028002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 20.7
ABBV 269,466.6 17.8
MSFT 1,918,222.4 17.7
NVDA 399,550.0 16.5
ABT 187,298.3 10.8
AMZN 1,092,997.8 8.6
JPM 340,169.2 8.4
GOOG 1,482,566.4 5.8
 
 
 
Holdings by Sector ($MM)
100080060040020002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 248 125.3
(b) Individuals (high net worth individuals) 345 1,195.8
(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 12.4
(h) Charitable organizations 6 56.4
(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 0.1
(n) Other 0 0.0
Total 3,082 1,390.1
By Discretionary
Discretionary 2,932 1,329.6
Non-Discretionary 150 60.5
Total 3,082 1,390.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,390.1
Total 3,082 1,390.1
EDGAR Form CIK 2011 - 2024
13F-HR [0000838618]
Comparable Firms State AUM ($BB)
SRS Capital Advisors LLC
CO 1.4
Westfuller Advisors LLC
NY 1.4
Sierra Capital LLC
FL 1.4
Flexible Plan Investments Ltd
MI 1.4
Phillips and Company Advisors LLC
OR 1.4
Capitol Securities Management Inc
VA 1.4
Atomi Financial Group Inc
NY 1.4
Potomac Fund Management Inc
FL 1.4
Delta Asset Management LLC
TN 1.4
Thurston Springer Advisors LLC
IN 1.4
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