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| Happy Holidays!! thanks for using AUM13F!! |
| Prosperity Planning Inc
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|---|---|
| CRD # | 298268 |
| SEC # | 801-113944 |
| CIK # | 0001843292 |
| AUM | $465.0 M (2025-06-03) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 816-587-7526 |
| Address | 1920 Buchanan Street North Kansas City, MO 64116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843292 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CB Richard Ellis Group Inc | 6.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 87.4 |
| (b) Individuals (high net worth individuals) | 145 | 366.4 |
| (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 | 3 | 6.3 |
| (h) Charitable organizations | 8 | 4.4 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,320 | 465.0 |
| By Discretionary | ||
| Discretionary | 1,313 | 458.0 |
| Non-Discretionary | 7 | 7.0 |
| Total | 1,320 | 465.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.0 | |
| Total | 1,320 | 465.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843292] |
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Fiduciary Advisors LLC
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UT | 0.5 |