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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sandy Morris Financial & Estate Planning Services LLC
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|---|---|
| CRD # | 187519 |
| SEC # | 801-117852 |
| CIK # | |
| AUM | $152.0 M (2025-06-04) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 813-443-0879 |
| Address | 10015 Gallant Lane Tampa, FL 33625 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 644 | 113.2 |
| (b) Individuals (high net worth individuals) | 26 | 38.9 |
| (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 | 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 | 670 | 152.0 |
| By Discretionary | ||
| Discretionary | 670 | 152.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 670 | 152.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.0 | |
| Total | 670 | 152.0 |
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|---|---|---|
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Barden Capital Management Inc
✚
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0.2 | |
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Financially Speaking Inc
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CO | 0.2 |
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KRS Capital Management LLC
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MI | 0.2 |
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TX | 0.2 |
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OH | 0.2 |
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IMG Wealth Management Inc
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FL | 0.2 |
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Koob Wealth Management LLC
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MN | 0.2 |
|
Del-Sette Capital Management LLC
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|
0.1 | |
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Welch Financial Planning LLC
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CO | 0.1 |
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ENR Asset Management Incorporated
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0.1 |