FLEXIBLE PLAN INVESTMENTS LTD

3883 Telegraph Rd
Ste 100
Bloomfield Hills, Michigan 48302-1432
Tel: 800-347-3539

About FLEXIBLE PLAN INVESTMENTS LTD

FLEXIBLE PLAN INVESTMENTS LTD, formally registered with the SEC as FLEXIBLE PLAN INVESTMENTS LTD. The firm was established in 04/12/1984. They have over 1 offices throughout the country.

FLEXIBLE PLAN INVESTMENTS LTD is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $1,420,533,938 assets under management, offering retirement planning & investment advisory services to 13703 clients. The firm is staffed with 84 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110762
SEC#	801-21073
Assets Managed by Firm	$1,420,533,938
No. of Clients	13703
No. of Advisors	84

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	13703	$1,420,533,938
Individuals (other than high net worth individuals)	10389	$230,172,122
High net worth individuals	1283	$81,597,301
Pension and profit sharing plans	36	$11,026,664
Charitable organizations	21	$14,960,658
Corporations or other businesses	30	$10,327,967

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