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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#110692
SEC#801-20404
Assets Managed by Firm$5,562,939,194
No. of Clients30541
No. of Advisors470

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SEMINAR ATTENDANCE FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total30541$5,562,939,194
Individuals (other than high net worth individuals)32081$4,182,465,531
High net worth individuals588$1,237,220,698
Pension and profit sharing plans705$40,062,745
Charitable organizations41$14,871,226
Corporations or other businesses111$88,318,994

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PLANTE MORAN FINANCIAL ADVISORS
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OA PRIVATE CAPITAL
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YOUSIF CAPITAL MANAGEMENT, LLC
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Bloomfield Hills, MI, 48304
$15,029,547,34341215
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd
Detroit, MI, 48226
$11,989,880,00010531

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