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Building 2CENTER FOR FINANCIAL PLANNING INC

Map pinSOUTHFIELD, MI
Phone(248)948-7900
NotebookSEC #801-65076
Total AUM
$2B
Employees
26
Clients
1,498

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24800 DENSO DRIVE
SUITE 300
SOUTHFIELD
MI 48033-7470
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
(248)948-7900
Other Offices
1

ReceiptFinancials

Total AUM
$2B
Accounts
4,285
Discretionary
$1.9B
Accounts
4,235
Non-Discretionary
$33.6M
Accounts
50

ContactClients

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Individual Clients
1,088
AUM
$523.1M
HNW Individual Clients
408
AUM
$1.4B
Charitable Organization Clients
1
AUM
$228.5K
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINKYMAMDMIMNMONCNENHNMNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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