CONFIDENTIAL PLANNING I, LLC
CRD #145807 SEC #801-69184 EAST SYRACUSE, NY 315-251-1101
SEC Registered
Total AUM
$53.8M
Discretionary
$0
Employees
9
Clients
1
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $53.8M | $0 | $53.8M | 9 | 0 |
| May 2021 | $46.1M | $0 | $46.1M | 8 | 0 |
| Mar 2021 | $46.1M | $0 | $46.1M | 8 | 0 |
| Mar 2020 | $40.3M | $0 | $40.3M | 8 | 0 |
| Apr 2019 | $29.6M | $0 | $29.6M | 10 | 0 |
| Feb 2019 | $31.9M | $0 | $31.9M | 10 | 0 |
| Jul 2018 | $31.9M | $0 | $31.9M | 10 | 0 |
| Mar 2018 | $31.9M | $0 | $31.9M | 10 | 0 |
| Jul 2017 | $28.4M | $0 | $28.4M | 7 | 26 |
| Jun 2017 | $28.4M | $0 | $28.4M | 7 | 26 |
| Mar 2017 | $28.4M | $0 | $28.4M | 7 | 26 |
| Mar 2016 | $20.2M | $0 | $20.2M | 8 | 26 |
| Mar 2015 | $22.9M | $0 | $22.9M | 8 | 11 |
| Mar 2014 | $20.5M | $0 | $20.5M | 8 | 11 |
| Apr 2013 | $15.7M | $0 | $15.7M | 5 | 11 |
| Aug 2012 | $7.1M | $0 | $7.1M | 1 | 1 |
| Mar 2012 | $7.1M | $0 | $7.1M | 1 | 1 |
| Mar 2011 | $7.1M | $0 | $7.1M | 5 | -- |
| Feb 2011 | $7.1M | $0 | $7.1M | 5 | -- |
| Feb 2009 | $871.4K | $0 | $871.4K | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateFeb 2022
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees9
Clients0
DateMay 2021
Total AUM$46.1M
Discretionary$0
Non-Disc.$46.1M
Employees8
Clients0
DateMar 2021
Total AUM$46.1M
Discretionary$0
Non-Disc.$46.1M
Employees8
Clients0
DateMar 2020
Total AUM$40.3M
Discretionary$0
Non-Disc.$40.3M
Employees8
Clients0
DateApr 2019
Total AUM$29.6M
Discretionary$0
Non-Disc.$29.6M
Employees10
Clients0
DateFeb 2019
Total AUM$31.9M
Discretionary$0
Non-Disc.$31.9M
Employees10
Clients0
DateJul 2018
Total AUM$31.9M
Discretionary$0
Non-Disc.$31.9M
Employees10
Clients0
DateMar 2018
Total AUM$31.9M
Discretionary$0
Non-Disc.$31.9M
Employees10
Clients0
DateJul 2017
Total AUM$28.4M
Discretionary$0
Non-Disc.$28.4M
Employees7
Clients26
DateJun 2017
Total AUM$28.4M
Discretionary$0
Non-Disc.$28.4M
Employees7
Clients26
DateMar 2017
Total AUM$28.4M
Discretionary$0
Non-Disc.$28.4M
Employees7
Clients26
DateMar 2016
Total AUM$20.2M
Discretionary$0
Non-Disc.$20.2M
Employees8
Clients26
DateMar 2015
Total AUM$22.9M
Discretionary$0
Non-Disc.$22.9M
Employees8
Clients11
DateMar 2014
Total AUM$20.5M
Discretionary$0
Non-Disc.$20.5M
Employees8
Clients11
DateApr 2013
Total AUM$15.7M
Discretionary$0
Non-Disc.$15.7M
Employees5
Clients11
DateAug 2012
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees1
Clients1
DateMar 2012
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees1
Clients1
DateMar 2011
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees5
Clients--
DateFeb 2011
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees5
Clients--
DateFeb 2009
Total AUM$871.4K
Discretionary$0
Non-Disc.$871.4K
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--