Planning Alternatives Ltd

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Planning Alternatives Ltd
CRD #110268
SEC #801-18310
CIK #0000712011
AUM $1.2 BB (2024-03-20)
Employees 21 (43% Investors, 0% Brokers)
Phone248-645-1520
Address255 South Old Woodward Ave
Birmingham, MI 48009-6615
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1300104078052026002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 11.2
MSFT 1,918,222.4 2.4
DTE 24,262.0 1.7
PM 158,793.3 1.0
MDLZ 85,415.8 0.8
 
 
 
 
 
 
Holdings by Sector ($MM)
70056042028014002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 351 147.0
(b) Individuals (high net worth individuals) 286 949.9
(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 8 21.6
(h) Charitable organizations 0 8.9
(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 18 28.1
(n) Other 0 0.0
Total 667 1,155.6
By Discretionary
Discretionary 667 1,155.6
Non-Discretionary 0 0.0
Total 667 1,155.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,155.6
Total 667 1,155.6
EDGAR Form CIK 2011 - 2024
13F-HR [0000712011]
Comparable Firms State AUM ($BB)
Petso Financial Consultants LLC
ID 1.2
Abbrea Capital LLC
CA 1.2
D'Orazio & Associates Inc
VA 1.2
Anchor Investment Management LLC
SC 1.2
Willis Johnson & Associates Inc
TX 1.2
Asset Advisors Investment Management LLC
GA 1.1
Professional Advisory Services Inc
FL 1.1
Ally Invest Advisors Inc
NC 1.1
TSA Portfolio Management Inc FKA TSA Management Inc
NY 1.1
Maryland Financial Group Inc
MD 1.1
Terms | Privacy | Guide
tony@aum13f.com