|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Planning Project LLC
✚
|
|
|---|---|
| CRD # | 297658 |
| SEC # | 801-122376 |
| CIK # | |
| AUM | $409.5 M (2025-03-04) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 281-940-4859 |
| Address | 4526 Research Forest Dr The Woodlands, TX 77381 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 12.9 |
| (b) Individuals (high net worth individuals) | 164 | 372.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 24.5 |
| (n) Other | 0 | 0.0 |
| Total | 875 | 409.5 |
| By Discretionary | ||
| Discretionary | 875 | 409.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 875 | 409.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.5 | |
| Total | 875 | 409.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
Twin Peaks Wealth Advisors LLC
✚
|
0.4 | |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
0.4 | |
|
The Financial Resource Center Inc
✚
|
IN | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Mastodon Advisory Group LLC
✚
|
0.4 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.4 |