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| Vahanian & Associates Financial Planning Inc
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|---|---|
| CRD # | 108183 |
| SEC # | 801-55829 |
| CIK # | 0001900990 |
| AUM | $166.7 MM (2023-03-25) |
| Employees | 6 (50% Investors, 83% Brokers) |
| Phone | 518-583-0891 |
| Address | 60 Railroad Pl Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.3 | |
| SITM | 3,556.9 | 2.0 | |
| MSFT | 1,918,222.4 | 1.2 | |
| AMZN | 1,092,997.8 | 1.0 | |
| ITCI | 5,209.5 | 0.9 | |
| AQST | 36.0 | 0.8 | |
| GOOG | 1,482,566.4 | 0.8 | |
| HRI | 2,713.7 | 0.8 | |
| URI | 17,758.9 | 0.7 | |
| SHLS | 1,922.1 | 0.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 43.6 |
| (b) Individuals (high net worth individuals) | 51 | 123.1 |
| (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 | 312 | 166.7 |
| By Discretionary | ||
| Discretionary | 312 | 166.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 312 | 166.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.7 | |
| Total | 312 | 166.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001900990] |
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|---|---|---|
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Parrott Wealth Management LLC
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