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| SMP Financial Planning LLC
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|
|---|---|
| CRD # | 315300 |
| SEC # | 801-134873 |
| CIK # | |
| AUM | $64.4 M (2025-12-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 202-450-0784 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.2 |
| (b) Individuals (high net worth individuals) | 38 | 61.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 64.4 |
| By Discretionary | ||
| Discretionary | 78 | 64.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 64.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.4 | |
| Total | 78 | 64.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shope Financial Planning Inc
✚
|
NY | 0.1 |
|
Stewardship Financial Services Inc
✚
|
NY | 0.1 |
|
Eagle's Crest Advisors LLC
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NY | 0.1 |
|
Malatai Capital LLC
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|
NY | 0.1 |
|
Myra Advisors LLC
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|
0.1 | |
|
Rosci Lamb LLC
✚
|
NY | 0.1 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.1 |
|
Serenity Capital Advisors Inc
✚
|
NY | 0.1 |
|
Wealthunite Advisors LLC
✚
|
NY | 0.1 |
|
Seraphim Capital Management LLC
✚
|
0.1 |