Investment adviser · CRD 28289
WORLD TREND FINANCIAL PLANNING SERVICES, LTD.
Investment adviser filing (IA)
CEDAR RAPIDS, IA, United States · Form ADV filed Jul 15, 2022
- Regulatory AUM
- $730M Form ADV · Item 5.F
- Client accounts
- 4,062 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,263 | $382,314,527 | 52.4% |
| High-net-worth individuals | 67 | $334,388,867 | 45.8% |
| Charities | 7 | $13,405,477 | 1.8% |
Filing source
Form ADV 1664204 · Jul 15, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
221 THIRD AVENUE SE, SUITE 215CEDAR RAPIDS, IA, 52401, United States
CRD 28289
Filing source
Form ADV 1664204 · Jul 15, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.