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| Keyboard |
| Treasure Coast Financial Planning Inc
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|---|---|
| CRD # | 166684 |
| SEC # | 801-77753 |
| CIK # | 0001911307 |
| AUM | 241.5 M (2026-03-30) |
| Employees | 6 (83% 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 | 10.6 | ||
| Apple Inc | 1.1 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 47.2 |
| (b) Individuals (high net worth individuals) | 82 | 185.0 |
| (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 | 14 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 661 | 241.5 |
| By Discretionary | ||
| Discretionary | 661 | 241.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 661 | 241.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.5 | |
| Total | 661 | 241.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911307] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 25 |
| Serves | Retail, Research |
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