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| Happy Holidays!! thanks for using AUM13F!! |
| Plan Group Financial Inc
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| CRD # | 116508 |
| SEC # | 801-118599 |
| CIK # | 0001940033 |
| AUM | $541.4 M (2025-03-28) |
| Employees | 27 (52% Investors, 30% Brokers) |
| Phone | 405-848-1099 |
| Address | 101 NE 82nd Street Oklahoma City, OK 73114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 4.8 | ||
| Philip Morris International Inc | 3.7 | ||
| SPDR Gold Trust | 3.5 | ||
| iShares Comex Gold Trust | 3.4 | ||
| Apple Inc | 3.4 | ||
| Broadcom Inc | 3.3 | ||
| MERK Gold Trust | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,059 | 206.1 |
| (b) Individuals (high net worth individuals) | 116 | 335.4 |
| (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 | 0 | 0.0 |
| (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 | 2,693 | 541.4 |
| By Discretionary | ||
| Discretionary | 2,674 | 537.2 |
| Non-Discretionary | 19 | 4.2 |
| Total | 2,693 | 541.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.4 | |
| Total | 2,693 | 541.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001940033] |
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|---|---|---|
|
Virtus Family Office LLC
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TX | 0.5 |
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Brave Asset Management Inc
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NJ | 0.5 |
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Palumbo Wealth Management LLC
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NY | 0.5 |
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Huber Capital Management LLC
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CA | 0.5 |
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Vista Investment Partners LLC
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OK | 0.5 |
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Navis Wealth Advisors LLC
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NY | 0.5 |
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GSB Wealth Management LLC
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CT | 0.5 |
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Hubbell Strickland Wealth Management LLC
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LA | 0.5 |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
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TX | 0.5 |
|
Wedgewood Partners Inc
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|
MO | 0.5 |