⚲
|
Treasure Coast Financial Planning Inc
✚
|
|
---|---|
CRD # | 166684 |
SEC # | 801-77753 |
CIK # | 0001911307 |
AUM | $193.7 MM (2024-03-20) |
Employees | 6 (33% Investors, 0% Brokers) |
Phone | 772-231-1422 |
Address | 545 Beachland Blvd Vero Beach, FL 32963 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
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 ($MM) |
---|
AUM Breakdown | Accounts | AUM ($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 |