Treasure Coast Financial Planning Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Treasure Coast Financial Planning Inc
CRD #166684
SEC #801-77753
CIK #0001911307
AUM $193.7 MM (2024-03-20)
Employees 6 (33% Investors, 0% Brokers)
Phone772-231-1422
Address545 Beachland Blvd
Vero Beach, FL 32963
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
200160120804002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SPTS 10.6
AAPL 2,382,844.0 0.9
XOM 385,508.3 0.9
MSFT 1,918,222.4 0.4
TSLA 723,390.3 0.4
WMT 335,434.5 0.3
JNJ 465,600.2 0.3
 
 
 
 
Holdings by Sector ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 168 43.5
(b) Individuals (high net worth individuals) 81 122.0
(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 2 0.3
(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 2 6.6
(n) Other 0 0.0
Total 574 172.4
By Discretionary
Discretionary 574 172.4
Non-Discretionary 0 0.0
Total 574 172.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.4
Total 574 172.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001911307]
Comparable Firms State AUM ($BB)
Luken Investment Analytics LLC
TN 0.2
Wealth Teams Alliance Inc
CA 0.2
Pento Portfolio Strategies LLC
FL 0.2
Dumaine Investments LLC
LA 0.2
Nestegg Advisors Inc
NY 0.2
Wealth Legacy Institute Inc
CO 0.2
Valuewealth Services LLC
MD 0.2
Center for Asset Management LLC
FL 0.2
CornerStone Wealth LLC
TN 0.2
Partnership Wealth Management LLC
MD 0.2
Terms | Privacy | Guide
tony@aum13f.com