⚲
|
PDS Planning Inc
✚
|
|
---|---|
CRD # | 106895 |
SEC # | 801-33041 |
CIK # | 0000838618 |
AUM | $1.4 BB (2024-03-28) |
Employees | 16 (69% Investors, 0% Brokers) |
Phone | 614-481-8449 |
Address | 475 Metro Place S Dublin, OH 43017 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
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 ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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 |