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Planning Alternatives Ltd
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CRD # | 110268 |
SEC # | 801-18310 |
CIK # | 0000712011 |
AUM | $1.2 BB (2024-03-20) |
Employees | 21 (43% Investors, 0% Brokers) |
Phone | 248-645-1520 |
Address | 255 South Old Woodward Ave Birmingham, MI 48009-6615 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
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Asset Advisors Investment Management LLC
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GA | 1.1 |
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Ally Invest Advisors Inc
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NC | 1.1 |
TSA Portfolio Management Inc FKA TSA Management Inc
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MD | 1.1 |