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| Planning Solutions International LLC
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|---|---|
| CRD # | 300043 |
| SEC # | 801-120648 |
| CIK # | 0001766969 |
| AUM | 108.8 M (2026-03-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 904-733-5321 |
| Address | 1901 University Blvd W Jacksonville, FL 32217 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.5 | ||
| Apple Inc | 4.1 | ||
| Berkshire Hills Bancorp Inc | 3.9 | ||
| LGI Homes Inc | 3.1 | ||
| PepsiCo Inc | 2.7 | ||
| Johnson & Johnson | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Colgate Palmolive Co | 2.0 | ||
| PIMCO Dynamic Income Fund | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 83.2 |
| (b) Individuals (high net worth individuals) | 32 | 25.7 |
| (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 | 1,020 | 108.8 |
| By Discretionary | ||
| Discretionary | 1,020 | 108.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,020 | 108.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.8 | |
| Total | 1,020 | 108.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001766969] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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