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SPC

300 Parkland Plaza
Ann Arbor, Michigan 48103
Tel: 734-663-1611

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About SPC

SPC, formally registered with the SEC as SPC. The firm was established in 01/11/1984. They have over 427 offices throughout the country.

SPC is a Ann Arbor, Michigan based Financial Planning firm with nearly $5,964,256,852 assets under management, offering retirement planning & investment advisory services to 34594 clients. The firm is staffed with 610 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110692
SEC# 801-20404
Assets Managed by Firm $5,964,256,852
No. of Clients 34594
No. of Advisors 610

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(SEMINAR ATTENDANCE FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total34594$5,964,256,852
Individuals (other than high net worth individuals)31654$4,029,097,343
High net worth individuals2676$1,787,107,061
Pension and profit sharing plans81$32,544,431
Charitable organizations20$5,138,661
Corporations or other businesses163$110,369,356
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OA PRIVATE CAPITAL
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YOUSIF CAPITAL MANAGEMENT, LLC
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MCQUEEN FINANCIAL ADVISORS II, INC.
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$11,794,814,69814550

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