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| Planned Solutions Financial & Insurance Services Inc
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|---|---|
| CRD # | 105052 |
| SEC # | 801-33162 |
| CIK # | 0001831332 |
| AUM | 671.0 M (2026-04-02) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 916-361-0100 |
| Address | 1130 Iron Point Road 170 Folsom, CA 95630-8310 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001831332 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.9 | ||
| Nvidia Corp | 4.1 | ||
| Illinois Tool Works Inc | 3.5 | ||
| Elastic NV | 2.6 | ||
| Lilly Eli & Co | 2.2 | ||
| Microsoft Corp | 2.1 | ||
| Alphabet Inc | 1.8 | ||
| Micron Technology Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 137.7 |
| (b) Individuals (high net worth individuals) | 230 | 533.3 |
| (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 | 2,282 | 671.0 |
| By Discretionary | ||
| Discretionary | 2,275 | 662.9 |
| Non-Discretionary | 7 | 8.1 |
| Total | 2,282 | 671.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 671.0 | |
| Total | 2,282 | 671.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831332] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 14 |
| Serves | Retail |
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