Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002048547-25-000002
Filing Date
2025-05-08
Accepted
2025-05-08 15:47:47
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2051
2 Asset_Planning_13F_2025-Q1.html INFORMATION TABLE  
2 Asset_Planning_13F_2025-Q1.xml INFORMATION TABLE 169685
  Complete submission text file 0002048547-25-000002.txt   172964
Mailing Address 10601 WALKER STREET SUITE 170 CYPRESS CA 90630
Business Address 10601 WALKER STREET SUITE 170 CYPRESS CA 90630 714-827-5794
Asset Planning,Inc (Filer) CIK: 0002048547 (see all company filings)

EIN.: 330322655 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24675 | Film No.: 25925730