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| Happy Holidays!! thanks for using AUM13F!! |
| PDS Planning Inc
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| CRD # | 106895 |
| SEC # | 801-33041 |
| CIK # | 0000838618 |
| AUM | $1.8 B (2025-03-25) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 614-481-8449 |
| Address | 475 Metro Place S Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000838618 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 26.4 | ||
| Microsoft Corp | 26.1 | ||
| Apple Inc | 24.9 | ||
| AbbVie Inc | 20.0 | ||
| Abbott Laboratories | 16.4 | ||
| J P Morgan Chase & Co | 15.1 | ||
| Amazon Com Inc | 13.4 | ||
| Facebook Inc | 8.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 135.1 |
| (b) Individuals (high net worth individuals) | 383 | 1,576.5 |
| (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 | 7 | 71.2 |
| (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 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,320 | 1,792.3 |
| By Discretionary | ||
| Discretionary | 3,207 | 1,735.1 |
| Non-Discretionary | 113 | 57.2 |
| Total | 3,320 | 1,792.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,792.3 | |
| Total | 3,320 | 1,792.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000838618] |
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UT | 1.8 |
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Alphastar Capital Management LLC
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NC | 1.8 |
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VA | 1.8 |
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The Norden Group LLC
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UT | 1.7 |
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CFO4Life Group LLC
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TX | 1.7 |
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Fiduciary Advisors Inc
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MO | 1.7 |
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Ellenbecker Investment Group Inc
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WI | 1.7 |
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JSF Financial LLC
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CA | 1.7 |