|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Planning Alternatives Ltd
✚
|
|
|---|---|
| CRD # | 110268 |
| SEC # | 801-18310 |
| CIK # | 0000712011 |
| AUM | $1.3 B (2025-07-15) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Phone | 248-645-1520 |
| Address | 255 South Old Woodward Ave Birmingham, MI 48009-6615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.1 | ||
| Microsoft Corp | 3.8 | ||
| DTE Energy Co | 2.1 | ||
| Philip Morris International Inc | 1.9 | ||
| Nvidia Corp | 1.8 | ||
| Amazon Com Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 145.9 |
| (b) Individuals (high net worth individuals) | 303 | 1,073.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 22.8 |
| (h) Charitable organizations | 3 | 8.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 32.7 |
| (n) Other | 0 | 0.0 |
| Total | 683 | 1,283.1 |
| By Discretionary | ||
| Discretionary | 683 | 1,283.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 683 | 1,283.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,283.1 | |
| Total | 683 | 1,283.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000712011] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
D'Orazio & Associates Inc
✚
|
VA | 1.3 |
|
Private Advisory Group LLC
✚
|
WA | 1.3 |
|
Ancora Retirement Plan Advisors LLC
✚
|
OH | 1.3 |
|
Asset Advisors Investment Management LLC
✚
|
GA | 1.3 |
|
TSA Portfolio Management Inc FKA TSA Management Inc
✚
|
NY | 1.3 |
|
One Way Holdings LLC
✚
|
TX | 1.3 |
|
CS Planning Corp
✚
|
OR | 1.3 |
|
Baldwin Investment Management LLC
✚
|
PA | 1.2 |
|
Alterna Wealth Management Inc
✚
|
TX | 1.2 |
|
Financial Plan Inc
✚
|
WA | 1.2 |