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| Planning Directions Inc
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|
|
|---|---|
| CRD # | 120131 |
| SEC # | 801-62686 |
| CIK # | 0000821103 |
| AUM | $334.4 MM (2023-03-28) |
| Employees | 6 (83% Investors, 50% Brokers) |
| Phone | 610-361-0865 |
| Address | 239 Baltimore Pike Glen Mills, PA 19342-1127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| MCD | 179,584.2 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 110.9 |
| (b) Individuals (high net worth individuals) | 104 | 223.5 |
| (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 | 1,173 | 334.4 |
| By Discretionary | ||
| Discretionary | 1,173 | 334.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,173 | 334.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.4 | |
| Total | 1,173 | 334.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000821103] |
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