|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Planning Solutions International LLC
✚
|
|
|---|---|
| CRD # | 300043 |
| SEC # | 801-120648 |
| CIK # | 0001766969 |
| AUM | $106.0 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 904-733-5321 |
| Address | 1901 University Blvd W Jacksonville, FL 32217 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001766969 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.5 | ||
| Apple Inc | 4.1 | ||
| LGI Homes Inc | 3.1 | ||
| PepsiCo Inc | 2.7 | ||
| Johnson & Johnson | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| Colgate Palmolive Co | 2.0 | ||
| PIMCO Dynamic Income Fund | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| Bank of America Corp /DE/ | 1.7 | ||
| Cisco Systems Inc | 1.4 | ||
| Procter & Gamble Co | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 604 | 72.0 |
| (b) Individuals (high net worth individuals) | 36 | 34.0 |
| (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 | 628 | 106.0 |
| By Discretionary | ||
| Discretionary | 628 | 106.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 628 | 106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.0 | |
| Total | 628 | 106.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766969] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dunham Lane Capital Partners LLC
✚
|
NY | 0.1 |
|
Burt Asset Management Inc
✚
|
0.1 | |
|
Investment Management Trust LLC
✚
|
MA | 0.1 |
|
Primm & Co Inc
✚
|
0.1 | |
|
Stewardship Concepts Financial Services LLC
✚
|
WA | 0.1 |
|
Natural Bridges Financial Advisors LLC
✚
|
CA | 0.1 |
|
Beacon Hill Wealth Management Ltd
✚
|
0.1 | |
|
Portland Financial Advisors Inc
✚
|
0.1 | |
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 |