3883 Telegraph Rd
Ste 100
Bloomfield Hills, Michigan 48302-1432
Tel: 800-347-3539
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 $1,564,181,995 assets under management, offering retirement planning & investment advisory services to 16052 clients. The firm is staffed with 93 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 110762 |
SEC# | 801-21073 |
Assets Managed by Firm | $1,564,181,995 |
No. of Clients | 16052 |
No. of Advisors | 93 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 16052 | $1,564,181,995 |
Individuals (other than high net worth individuals) | 12430 | $283,470,691 |
High net worth individuals | 1843 | $108,410,993 |
Pension and profit sharing plans | 53 | $15,750,829 |
Charitable organizations | 22 | $3,837,214 |
Corporations or other businesses | 34 | $13,604,656 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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