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Home > Retirement Planners > michigan > birmingham > PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD
255 South Old Woodward Ave.
Suite 310
Birmingham, Michigan 48009-6615
Tel: 248-645-1520
About PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD, formally registered with the SEC as PLANNING ALTERNATIVES LTD. The firm was established in 02/02/1983. They have over 3 offices throughout the country.
PLANNING ALTERNATIVES LTD is a Birmingham, Michigan based Financial Planning firm with nearly $1,155,601,417 assets under management, offering retirement planning & investment advisory services to 667 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110268 |
| SEC# | 801-18310 |
| Assets Managed by Firm | $1,155,601,417 |
| No. of Clients | 667 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 667 | $1,155,601,417 |
| Individuals (other than high net worth individuals) | 351 | $147,031,247 |
| High net worth individuals | 286 | $949,862,416 |
| Pension and profit sharing plans | 8 | $21,620,755 |
| Charitable organizations | Fewer than 5 clients | $8,939,608 |
| Corporations or other businesses | 18 | $28,147,391 |
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