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| Happy Holidays!! thanks for using AUM13F!! |
| Point B Planning LLC
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| CRD # | 172961 |
| SEC # | 801-118588 |
| CIK # | |
| AUM | $87.5 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 914-302-3233 |
| Address | 23 Parkway Katonah, NY 10536 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 22.2 |
| (b) Individuals (high net worth individuals) | 24 | 56.0 |
| (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 | 7.6 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 242 | 87.5 |
| By Discretionary | ||
| Discretionary | 235 | 71.5 |
| Non-Discretionary | 7 | 16.0 |
| Total | 242 | 87.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 87.5 | |
| Total | 242 | 87.5 |
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✚
|
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|
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