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| Planning Solutions International LLC
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|
|---|---|
| CRD # | 300043 |
| SEC # | 801-120648 |
| CIK # | 0001766969 |
| AUM | $120.0 MM (2023-02-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 904-733-5321 |
| Address | 1901 University Blvd W Jacksonville, FL 32217 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 902 | 89.0 |
| (b) Individuals (high net worth individuals) | 20 | 31.0 |
| (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 | 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 | 902 | 120.0 |
| By Discretionary | ||
| Discretionary | 902 | 120.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 902 | 120.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.0 | |
| Total | 902 | 120.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001766969] |
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|---|---|---|
|
Global Wealth Management LC
✚
|
0.1 | |
|
Jordan Financial Strategies LLC
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|
CO | 0.1 |
|
Lionsbridge Wealth Management LLC
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|
FL | 0.1 |
|
Gouws Capital LLC
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|
NC | 0.1 |
|
Weingarten Associates LLC
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|
NJ | 0.1 |
|
Wolfstich Capital LLC
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|
MA | 0.1 |
|
Great River Financial LLC
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|
MN | 0.1 |
|
Columbia River Financial Group LLC
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|
WA | 0.1 |
|
Turloff Financial Consulting Inc
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|
WA | 0.1 |
|
Ean Equity Financial Services LLC
✚
|
VA | 0.1 |