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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Planned Solutions Financial & Insurance Services Inc
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|---|---|
| CRD # | 105052 |
| SEC # | 801-33162 |
| CIK # | 0001831332 |
| AUM | $540.0 M (2025-03-12) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 916-361-0100 |
| Address | 1130 Iron Point Road 170 Folsom, CA 95630-8310 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Illinois Tool Works Inc | 4.5 | ||
| Apple Inc | 3.9 | ||
| Elastic NV | 3.8 | ||
| Nvidia Corp | 3.2 | ||
| Microsoft Corp | 2.5 | ||
| Lilly Eli & Co | 1.9 | ||
| Facebook Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 593 | 132.3 |
| (b) Individuals (high net worth individuals) | 187 | 407.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,126 | 540.0 |
| By Discretionary | ||
| Discretionary | 2,120 | 539.4 |
| Non-Discretionary | 6 | 0.6 |
| Total | 2,126 | 540.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.0 | |
| Total | 2,126 | 540.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831332] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mulholland Wealth Advisors LLC
✚
|
AZ | 0.5 |
|
Resource Financial Group Ltd
✚
|
IL | 0.5 |
|
Corus Family Wealth Advisors Inc
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|
TX | 0.5 |
|
Independent Investors Inc
✚
|
NY | 0.5 |
|
Ventira Private Wealth Management Ltd
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|
0.5 | |
|
Hemsley Advisors Ltd
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|
IL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Meridian Investment Counsel Inc
✚
|
0.5 | |
|
Ariadne Wealth Management LP
✚
|
CA | 0.5 |
|
HZ Investments Inc
✚
|
MD | 0.5 |