|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Planning Inc
✚
|
|
|---|---|
| CRD # | 139648 |
| SEC # | 801-110105 |
| CIK # | 0001695870, 0001802277, 0001875525, 0001925220 |
| AUM | $324.9 M (2025-02-26) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 614-802-0170 |
| Address | 7730 Olentangy River Road Columbus, OH 43235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 279.4 |
| (b) Individuals (high net worth individuals) | 107 | 45.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,051 | 324.9 |
| By Discretionary | ||
| Discretionary | 1,051 | 324.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,051 | 324.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.9 | |
| Total | 1,051 | 324.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13G | [0001695870] | |
| 13F-HR | [0001802277] | |
| 13F-HR | [0001875525] | |
| SC 13G | [0001875525] | |
| 13F-HR | [0001925220] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Bridge LLC
✚
|
IA | 0.3 |
|
Goepper Burkhardt LLC
✚
|
SC | 0.3 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.3 |
|
Bluestem Financial Advisors LLC
✚
|
IL | 0.3 |
|
Dustin Blodgett Insight Capital LLC
✚
|
CA | 0.3 |
|
Financial Service Group Inc
✚
|
WI | 0.3 |
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |
|
Leeward Financial Partners LLC
✚
|
0.3 | |
|
Prudent Man Investment Management Inc
✚
|
CO | 0.3 |