|
⚲
|
| Keyboard |
| School of Personal Finance LLC
✚
|
|
|---|---|
| CRD # | 307332 |
| SEC # | 801-135660 |
| CIK # | |
| AUM | 28.7 M (2026-02-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 914-860-3615 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.7 |
| (b) Individuals (high net worth individuals) | 9 | 21.0 |
| (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 | 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 | 81 | 28.7 |
| By Discretionary | ||
| Discretionary | 81 | 28.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 81 | 28.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.7 | |
| Total | 81 | 28.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 40 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Savvi Financial LLC
✚
|
MA | 44.7 M |
|
Focus Planning Group LLC
✚
|
41.8 M | |
|
Trunorth Financial LLC
✚
|
39.0 M | |
|
Patterson Partners Ltd
✚
|
31.5 M | |
|
Maidstone Wealth Management LLC
✚
|
NY | 27.4 M |
|
Hodge Financial Services LLC
✚
|
19.7 M | |
|
Cubetech Capital LLC
✚
|
18.9 M | |
|
Bloom Investment Advisors LLC
✚
|
CA | 17.7 M |
|
Atwood Financial Planning LLC
✚
|
15.8 M | |
|
Lobnek Wealth Management Inc
✚
|
12.5 M |