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| Vahanian & Associates Financial Planning Inc
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|---|---|
| CRD # | 108183 |
| SEC # | 801-55829 |
| CIK # | 0001900990 |
| AUM | $190.8 M (2025-03-26) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 518-583-0891 |
| Address | 60 Railroad Pl Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.7 | ||
| Amazon Com Inc | 1.3 | ||
| Sitime Corp | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Aquestive Therapeutics Inc | 1.2 | ||
| Alphabet Inc | 0.8 | ||
| Salesforce Com Inc | 0.8 | ||
| United Rentals Inc /DE | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| Advanced Micro Devices Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 48.2 |
| (b) Individuals (high net worth individuals) | 67 | 142.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 349 | 190.8 |
| By Discretionary | ||
| Discretionary | 349 | 190.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 349 | 190.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.8 | |
| Total | 349 | 190.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900990] |
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|---|---|---|
|
Polaris Financial Partners LLC
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OH | 0.2 |
|
Prism Planning Partners LLC
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IL | 0.2 |
|
Osprey Capital Management Corp
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0.2 | |
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Lander & Associates Inc
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0.2 | |
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Warnke/Nichols Ltd
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VIA IV Investments LLC
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Purtill Financial LLC
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OH | 0.2 |
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Fulcrum Equity Management LLC
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|
TX | 0.2 |
|
Zimmermann Alan L
✚
|
0.2 | |
|
X Advisors LLC
✚
|
CA | 0.2 |