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Waller Financial Planning Group Inc
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CRD # | 159564 |
SEC # | 801-72938 |
CIK # | 0001736079 |
AUM | $578.7 MM (2024-03-04) |
Employees | 11 (100% Investors, 0% Brokers) |
Phone | 614-457-7026 |
Address | 941 Chatham Lane Suite 212 Columbus, OH 43221 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
SPEM | 17.5 | ||
AAPL | 2,382,844.0 | 3.2 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 322 | 118.1 |
(b) Individuals (high net worth individuals) | 228 | 454.1 |
(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 | 5 | 6.6 |
(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 | 1,982 | 578.7 |
By Discretionary | ||
Discretionary | 1,747 | 524.1 |
Non-Discretionary | 235 | 54.6 |
Total | 1,982 | 578.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.5 | |
United States Persons | 578.3 | |
Total | 1,982 | 578.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001736079] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Capvisor Associates LLC
✚
|
GA | 0.6 |
Altrius Capital Management Inc
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|
NC | 0.6 |
Creative Capital Management Investments LLC
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|
CA | 0.6 |
Dorsey Wright & Associates LLC
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|
VA | 0.6 |
United Advisor Group LLC
✚
|
OH | 0.6 |
Beam Wealth Advisors Inc
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|
LA | 0.6 |
Copper Harbor Investment Advisors LLC
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|
WI | 0.6 |
Bard Financial Services Inc
✚
|
CT | 0.6 |
Duncan & Haley Ltd
✚
|
WA | 0.6 |
Darwin Wealth Management LLC
✚
|
FL | 0.6 |