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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Valtinson Bruner Financial Planning LLC
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|---|---|
| CRD # | 297866 |
| SEC # | 801-113830 |
| CIK # | 0001761450 |
| AUM | $603.7 M (2025-06-17) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 651-628-9832 |
| Address | 388 Cleveland Ave SW New Brighton, MN 55112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 7.7 | ||
| Microsoft Corp | 5.1 | ||
| Apple Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,615 | 327.3 |
| (b) Individuals (high net worth individuals) | 180 | 276.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,807 | 603.7 |
| By Discretionary | ||
| Discretionary | 1,978 | 426.0 |
| Non-Discretionary | 829 | 177.7 |
| Total | 2,807 | 603.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.7 | |
| Total | 2,807 | 603.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001761450] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sageguard Financial Group LLC
✚
|
TN | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Verde Capital Management Inc
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|
MI | 0.6 |
|
American Independent Securities Group LLC
✚
|
ID | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |
|
Saaga LLC
✚
|
FL | 0.6 |
|
Marcellus Investment Managers Private Limited
✚
|
0.6 | |
|
Lunt Capital Management Inc
✚
|
UT | 0.6 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.6 |
|
BCWM LLC
✚
|
KS | 0.6 |