|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Planning Works Advisory Inc
✚
|
|
|---|---|
| CRD # | 317834 |
| SEC # | 801-123012 |
| CIK # | |
| AUM | $178.5 M (2025-02-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 512-498-7526 |
| Address | 7719 Wood Hollow Drive Austin, TX 78731 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 19.2 |
| (b) Individuals (high net worth individuals) | 77 | 155.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 178.5 |
| By Discretionary | ||
| Discretionary | 586 | 175.4 |
| Non-Discretionary | 9 | 3.2 |
| Total | 595 | 178.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.5 | |
| Total | 595 | 178.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vanheel Management Limited
✚
|
0.2 | |
|
Oaktree Advisors LLC
✚
|
PA | 0.2 |
|
Kirk Capital Advisors LLC
✚
|
VA | 0.2 |
|
Catherine Avery Investment Management LLC
✚
|
FL | 0.2 |
|
J2 Capital Management Inc
✚
|
MI | 0.2 |
|
Garland Capital Management Inc
✚
|
WA | 0.2 |
|
White Knight Strategic Wealth Advisors LLC
✚
|
NJ | 0.2 |
|
Golden Bell Financial Planning LLC
✚
|
0.2 | |
|
Diazo LLC
✚
|
NV | 0.2 |
|
Future You Wealth LLC
✚
|
NY | 0.2 |