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Center for Financial Planning Inc

● SEC registered since 2006CRD 109599SEC# 801-65076Southfield, MI
Export (members)
Reg. AUM
$1.71B
Employees
31
Accounts
4,116
Location
Southfield, MI

Center for Financial Planning Inc assets under management

Center for Financial Planning Inc is a registered investment adviser overseen by the SEC based in Southfield, MI. The firm has been registered since 2006. It reports $1.7 billion in regulatory assets under management and employs 31 people.
www.facebook.com/centerfpView on SEC.gov ↗

Center for Financial Planning Inc owners & executives

7 reported
NameTitleOwnershipSince
Angela Sue PalaciosDirector10-25%2019
Lauren Elizabeth AdamsDirector/Treasurer10-25%2021
Matthew Atanacio TrujilloDirector5-10%2021
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Frequently asked questions

How much does Center for Financial Planning Inc manage?

Center for Financial Planning Inc reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Center for Financial Planning Inc have?

Center for Financial Planning Inc reports 31 employees.

Where is Center for Financial Planning Inc located?

Center for Financial Planning Inc is based in Southfield, MI and has been SEC-registered since 2006.

Does Center for Financial Planning Inc disclose fund performance?

Center for Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24800 Denso Drive, Suite 300, Southfield, MI 48033-7470
Phone(248)948-7900
Fax(248)948-1008
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1803557
Discloses disciplinary historyNo

Assets under management

Discretionary$1.66B
Non-discretionary$47.4M
Total (RAUM)$1.71B