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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Capital Strategies Inc
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|---|---|
| CRD # | 139009 |
| SEC # | 801-70918 |
| CIK # | 0001672681 |
| AUM | $295.5 M (2025-03-20) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 408-551-6100 |
| Address | 1190 Saratoga Ave, Suite 140 San Jose, CA 95129 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.6 | ||
| 3M Co | 5.0 | ||
| LPL Investment Holdings Inc | 3.8 | ||
| Microsoft Corp | 3.3 | ||
| Arista Networks Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 94.3 |
| (b) Individuals (high net worth individuals) | 63 | 194.9 |
| (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 | 1 | 0.7 |
| (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 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 295.5 |
| By Discretionary | ||
| Discretionary | 655 | 295.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 655 | 295.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 292.6 | |
| Total | 655 | 295.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001672681] |
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|---|---|---|
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|
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VCI Wealth Management LLC
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