National Retirement Planning Experts

National Coverage
Local Professionals

FLEXIBLE PLAN INVESTMENTS LTD

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

Need a Financial Advisor?
Compare Vetted Advisors

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 $1,564,181,995 assets under management, offering retirement planning & investment advisory services to 16052 clients. The firm is staffed with 93 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110762
SEC# 801-21073
Assets Managed by Firm $1,564,181,995
No. of Clients 16052
No. of Advisors 93

Fee Structure

  • A Percentage of AUM
  • Other(SUBSCRIPTION FEES ANNUITY PRICE CENTER)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Security Rating

Firm Client Information

No. of ClientsAUM
Firm Total16052$1,564,181,995
Individuals (other than high net worth individuals)12430$283,470,691
High net worth individuals1843$108,410,993
Pension and profit sharing plans53$15,750,829
Charitable organizations22$3,837,214
Corporations or other businesses34$13,604,656
Inquire with FLEXIBLE PLAN INVESTMENTS LTD

More Retirement Planning firms in Bloomfield Hills, Michigan:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC
1 Corporate Way
Lansing, MI, 48951
$222,731,514,408132176
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
$18,613,469,25116470130
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$17,421,295,1838264
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$12,103,858,87133215
MCQUEEN FINANCIAL ADVISORS II, INC.
1239 Anderson Road
Clawson, MI, 48017
$11,794,814,69814550

Explore More Retirement Advisors in Bloomfield Hills, Michigan