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Building 2CENTER FOR WEALTH PLANNING ADVISORS, INC

Map pinTROY, MI
Phone248-498-4825
NotebookSEC #801-80721
Total AUM
$39.3M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2075 W. BIG BEAVER ROAD
SUITE 415
TROY
MI 48084
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
248-498-4825

ReceiptFinancials

Total AUM
$39.3M
Accounts
215
Discretionary
$39.3M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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