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| Plan Group Financial Inc
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|
|---|---|
| CRD # | 116508 |
| SEC # | 801-118599 |
| CIK # | 0001940033 |
| AUM | $346.9 MM (2024-07-31) |
| Employees | 24 (58% Investors, 33% Brokers) |
| Phone | 405-848-1099 |
| Address | 101 NE 82nd Street Oklahoma City, OK 73114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 2.0 | ||
| AAPL | 2,382,844.0 | 1.3 | |
| GLD | 1.1 | ||
| AMZN | 1,092,997.8 | 1.1 | |
| CVX | 294,604.1 | 1.1 | |
| XOM | 385,508.3 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,395 | 232.7 |
| (b) Individuals (high net worth individuals) | 49 | 114.3 |
| (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 | 2,568 | 346.9 |
| By Discretionary | ||
| Discretionary | 2,568 | 346.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,568 | 346.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.9 | |
| Total | 2,568 | 346.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001940033] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cypress Asset Management Inc
✚
|
TX | 0.3 |
|
Arcataur Capital Management LLC
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|
WI | 0.3 |
|
BCR Wealth Strategies LLC
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|
AL | 0.3 |
|
Virtera Partners LLC
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|
OH | 0.3 |
|
Trellis Wealth Advisors LLC
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CA | 0.3 |
|
Elevatus Wealth Management LLC
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NY | 0.3 |
|
Baldwin & Clarke Advisory Services LLC
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|
NH | 0.3 |
|
Newton One Investments LLC
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|
DE | 0.3 |
|
Wealth Advisors of Tampa Bay LLC
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|
FL | 0.3 |
|
Morgan Dempsey Capital Management LLC
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|
WI | 0.3 |