PLANNING ALTERNATIVES LTD
Total AUM
$1.5B
Employees
20Clients
693Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
255 SOUTH OLD WOODWARD AVE.
SUITE 310
BIRMINGHAM
MI 48009-6615
United States
SUITE 310
BIRMINGHAM
MI 48009-6615
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
248-645-1520
Other Offices
2
Financials
Total AUM
$1.5B
Accounts
693Discretionary
$1.5B
Accounts
693Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
345AUM
$139.6M
HNW Individual Clients
324AUM
$1.3B
Pension/Profit Sharing Plan Clients
8AUM
$23.4M
Charitable Organization Clients
3AUM
$8.7M
Corporation or Business Clients
13AUM
$27.5M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILMAMINCNENHOHORTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.