Compound Planning, Inc.

Entity
Company
Business address
115 Broadway, 5 Th Floor, 10006 New York, NY
Phone
888-533-9364
State of incorporation
CA
Fiscal year end
December 31
Former names
Atomi Financial Group, Inc. (to 1/17/2025)
Signature 13F
Courtney Holt - CCO
All SEC filings
View on sec.gov
Compound Planning, Inc. has filed 11 SEC EDGAR filings since 6/7/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Sep 17, 2025 Jun 30, 2025 028-23288
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-23288
13F-HR Open Document Open Filing May 14, 2025 Mar 31, 2025 028-23288
13F-HR Open Document Open Filing Jan 17, 2025 Dec 31, 2024 028-23288
13F-HR Open Document Open Filing Oct 8, 2024 Sep 30, 2024 028-23288
13F-HR Open Document Open Filing Jul 26, 2024 Jun 30, 2024 028-23288
13F-HR Open Document Open Filing May 7, 2024 Mar 31, 2024 028-23288
13F-HR Open Document Open Filing Feb 8, 2024 Dec 31, 2023 028-23288
13F-HR Open Document Open Filing Nov 9, 2023 Sep 30, 2023 028-23288
13F-HR Open Document Open Filing Aug 3, 2023 Jun 30, 2023 028-23288
13F-HR Open Document Open Filing Jun 7, 2023 Mar 31, 2023 028-23288