24800 Denso Drive
Suite 300
Southfield, Michigan 48033-7470
Tel: (248)948-7900
CENTER FOR FINANCIAL PLANNING INC, formally registered with the SEC as CENTER FOR FINANCIAL PLANNING INC. The firm was established in 01/04/2006. They have over 2 offices throughout the country.
CENTER FOR FINANCIAL PLANNING INC is a Southfield, Michigan based Financial Planning firm with nearly $1,558,325,820 assets under management, offering retirement planning & investment advisory services to 3992 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109599 |
SEC# | 801-65076 |
Assets Managed by Firm | $1,558,325,820 |
No. of Clients | 3992 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3992 | $1,558,325,820 |
Individuals (other than high net worth individuals) | 961 | $384,731,994 |
High net worth individuals | 394 | $1,162,087,518 |
Corporations or other businesses | 6 | $11,506,308 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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