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| Happy Holidays!! thanks for using AUM13F!! |
| Planning Directions Inc
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|---|---|
| CRD # | 120131 |
| SEC # | 801-62686 |
| CIK # | 0000821103 |
| AUM | $486.1 M (2025-04-25) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 610-361-0865 |
| Address | 239 Baltimore Pike Glen Mills, PA 19342-1127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.9 | ||
| Nvidia Corp | 2.5 | ||
| Amazon Com Inc | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Coinbase Global Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 127.4 |
| (b) Individuals (high net worth individuals) | 127 | 316.0 |
| (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 | 2.2 |
| (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 | 1.1 |
| (n) Other | 11 | 39.5 |
| Total | 1,342 | 486.1 |
| By Discretionary | ||
| Discretionary | 1,331 | 446.7 |
| Non-Discretionary | 11 | 39.5 |
| Total | 1,342 | 486.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.1 | |
| Total | 1,342 | 486.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000821103] |
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|---|---|---|
|
Vision Retirement LLC
✚
|
NJ | 0.5 |
|
American Trust Investment Advisors LLC
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|
NH | 0.5 |
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IAS Wealth Management Inc
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TX | 0.5 |
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FIRE Capital Management LLC
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0.5 | |
|
Avalon Capital Management
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CA | 0.5 |
|
TTP Investments Inc
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CA | 0.5 |
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Financial Connections Group Inc
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CA | 0.5 |
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Wagner Loftin Investment Services LLC
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|
CA | 0.5 |
|
Steginsky Capital LLC
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|
0.5 | |
|
Life Line Wealth Management LLC
✚
|
CA | 0.5 |