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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Financial Planning Inc
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|---|---|
| CRD # | 118450 |
| SEC # | 801-120190 |
| CIK # | 0001695870, 0001802277, 0001875525, 0001925220 |
| AUM | $191.5 M (2025-05-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 972-403-1234 |
| Address | 6513 Preston Rd, Suite 100 Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 8.0 |
| (b) Individuals (high net worth individuals) | 42 | 181.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (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 | 553 | 191.5 |
| By Discretionary | ||
| Discretionary | 553 | 191.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 553 | 191.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.5 | |
| Total | 553 | 191.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001695870] | |
| 13F-HR | [0001802277] | |
| 13F-HR | [0001875525] | |
| SC 13G | [0001875525] | |
| 13F-HR | [0001925220] |
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|---|---|---|
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✚
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CA | 0.2 |
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Bayntree Wealth Advisors LLC
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AZ | 0.2 |
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MPWA Inc
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CA | 0.2 |
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Chicago Investment Advisory Council Inc
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IL | 0.2 |