World Trend Financial Planning Services Ltd
- Assets, Funds, Holdings
| World Trend Financial Planning Services Ltd
|
| CRD # | 28289 |
| SEC # | 801-68763 |
| CIK # | |
| AUM |
|
| Employees |
16 (56% Investors, 50% Brokers)
|
| Phone | 319-364-3041 |
| Address | 221 Third Avenue SE
Cedar Rapids, IA 52401 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,263
|
382.3 |
| (b) Individuals (high net worth individuals) |
67
|
334.4 |
| (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 |
7 |
13.4 |
| (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 |
4,062 |
730.1 |
| By Discretionary |
| Discretionary |
143 |
15.3 |
| Non-Discretionary |
3,919 |
714.8 |
| Total |
4,062 |
730.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
730.1 |
| Total |
4,062 |
730.1 |
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