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Building 2PLANNING ALTERNATIVES LTD

Map pinBIRMINGHAM, MI
Phone248-645-1520
NotebookSEC #801-18310
Total AUM
$1.5B
Employees
20
Clients
693

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 SOUTH OLD WOODWARD AVE.
SUITE 310
BIRMINGHAM
MI 48009-6615
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
248-645-1520
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
693
Discretionary
$1.5B
Accounts
693
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
345
AUM
$139.6M
HNW Individual Clients
324
AUM
$1.3B
Pension/Profit Sharing Plan Clients
8
AUM
$23.4M
Charitable Organization Clients
3
AUM
$8.7M
Corporation or Business Clients
13
AUM
$27.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMAMINCNENHOHORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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