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Building 2FLEXIBLE PLAN INVESTMENTS LTD

Map pinBLOOMFIELD HILLS, MI
Phone800-347-3539
NotebookSEC #801-21073
Total AUM
$1.5B
Employees
68
Clients
9,144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3883 TELEGRAPH RD
STE 100
BLOOMFIELD HILLS
MI 48302-1432
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
800-347-3539

ReceiptFinancials

Total AUM
$1.5B
Accounts
10,406
Discretionary
$1.5B
Accounts
10,406
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8,323
AUM
$261M
HNW Individual Clients
737
AUM
$104.3M
Investment Company Clients
14
AUM
$1.1B
Pension/Profit Sharing Plan Clients
33
AUM
$5.1M
Charitable Organization Clients
25
AUM
$22.8M
Government Entity Clients
1
AUM
$1.7M
Corporation or Business Clients
11
AUM
$2.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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