300 Parkland Plaza
Ann Arbor, Michigan 48103
Tel: 734-663-1611
SPC, formally registered with the SEC as SPC. The firm was established in 01/11/1984. They have over 362 offices throughout the country.
SPC is a Ann Arbor, Michigan based Financial Planning firm with nearly $5,562,939,194 assets under management, offering retirement planning & investment advisory services to 30541 clients. The firm is staffed with 470 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110692 |
SEC# | 801-20404 |
Assets Managed by Firm | $5,562,939,194 |
No. of Clients | 30541 |
No. of Advisors | 470 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 30541 | $5,562,939,194 |
Individuals (other than high net worth individuals) | 32081 | $4,182,465,531 |
High net worth individuals | 588 | $1,237,220,698 |
Pension and profit sharing plans | 705 | $40,062,745 |
Charitable organizations | 41 | $14,871,226 |
Corporations or other businesses | 111 | $88,318,994 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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