PPrivate Fund Data Log in Join · $37/mo

Global Financial Planning Group, LLC

● SEC registered since 2025CRD 114803SEC# 801-132883Troy, MI
Export (members)
Reg. AUM
$125.6M
Employees
7
Accounts
551
Location
Troy, MI

Global Financial Planning Group, LLC assets under management

Global Financial Planning Group, LLC is a registered investment adviser overseen by the SEC based in Troy, MI. The firm has been registered since 2025. It reports $125.6 million in regulatory assets under management and employs 7 people.
www.gfpgroup.comView on SEC.gov ↗

Global Financial Planning Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Darryl Gregory Duerbusch ControlCeo/Chief Compliance Officer50-75%2002
David Brian Leszcynski ControlVice President50-75%2002

Frequently asked questions

How much does Global Financial Planning Group, LLC manage?

Global Financial Planning Group, LLC reports $125.6 million in regulatory assets under management on its Form ADV.

How many employees does Global Financial Planning Group, LLC have?

Global Financial Planning Group, LLC reports 7 employees.

Where is Global Financial Planning Group, LLC located?

Global Financial Planning Group, LLC is based in Troy, MI and has been SEC-registered since 2025.

Does Global Financial Planning Group, LLC disclose fund performance?

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

Contact & registration

Address900 Wilshire Drive, Suite 385, Troy, MI 48084
Phone248-643-4820
Fax248-643-4906
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.4M
Non-discretionary$21.2M
Total (RAUM)$125.6M