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⚲
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| Treasure Coast Financial Planning Inc
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|
|---|---|
| CRD # | 166684 |
| SEC # | 801-77753 |
| CIK # | 0001911307 |
| AUM | $206.9 M (2025-03-31) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 772-231-1422 |
| Address | 545 Beachland Blvd Vero Beach, FL 32963 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 10.0 | ||
| Exxon Mobil Corp | 1.0 | ||
| Apple Inc | 1.0 | ||
| Wal Mart Stores Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Tesla Motors Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 46.2 |
| (b) Individuals (high net worth individuals) | 67 | 134.2 |
| (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 | 3 | 0.4 |
| (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 | 40 | 26.1 |
| (n) Other | 0 | 0.0 |
| Total | 641 | 206.9 |
| By Discretionary | ||
| Discretionary | 641 | 206.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 641 | 206.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.9 | |
| Total | 641 | 206.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911307] |
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