PPrivate Fund Data Log in Join · $37/mo

Cygnet Financial Planning Inc.

● SEC registered since 2018CRD 123430SEC# 801-113800Waterford, MI
Export (members)
Reg. AUM
$188.8M
Employees
9
Accounts
525
Location
Waterford, MI

Cygnet Financial Planning Inc. assets under management

Cygnet Financial Planning Inc. operates as an SEC-registered investment adviser based in Waterford, MI. The firm has been registered since 2018. It reports $188.8 million in regulatory assets under management and employs 9 people.
www.financialfreedomhouse.comView on SEC.gov ↗

Cygnet Financial Planning Inc. owners & executives

4 reported
NameTitleOwnershipSince
Aaron Andrew Cary ControlExecutive Vice PresidentUnder 5%2021
Brian Stephen Lakkides ControlChief Compliance OfficerUnder 5%2018
Brian Stephen Lakkides ControlPresidentUnder 5%2018
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Cygnet Financial Planning Inc. manage?

Cygnet Financial Planning Inc. reports $188.8 million in regulatory assets under management on its Form ADV.

How many employees does Cygnet Financial Planning Inc. have?

Cygnet Financial Planning Inc. reports 9 employees.

Where is Cygnet Financial Planning Inc. located?

Cygnet Financial Planning Inc. is based in Waterford, MI and has been SEC-registered since 2018.

Does Cygnet Financial Planning Inc. disclose fund performance?

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

Contact & registration

Address6515 Highland Rd, Suite 240, Waterford, MI 48327-1668
Phone248-673-2900
Fax248-623-8968
Office hours9a.m. To 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$188.8M
Non-discretionary$0
Total (RAUM)$188.8M