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Planning Alternatives Ltd

● SEC registered since 1983CRD 110268SEC# 801-18310Birmingham, MI
Export (members)
Reg. AUM
$1.28B
Employees
24
Accounts
683
Location
Birmingham, MI

Planning Alternatives Ltd assets under management

Planning Alternatives Ltd is an SEC-registered investment adviser based in Birmingham, MI. The firm has been registered since 1983. It reports $1.3 billion in regulatory assets under management and employs 24 people.
www.youtube.com/channel/ucelq7fpekomf2qwn5_57qhgView on SEC.gov ↗

Planning Alternatives Ltd owners & executives

2 reported
NameTitleOwnershipSince
Andrew S WarningChief Compliance OfficerUnder 5%2024
Nathan Mark Mersereau ControlPresidentOver 75%2013

Frequently asked questions

How much does Planning Alternatives Ltd manage?

Planning Alternatives Ltd reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Planning Alternatives Ltd have?

Planning Alternatives Ltd reports 24 employees.

Where is Planning Alternatives Ltd located?

Planning Alternatives Ltd is based in Birmingham, MI and has been SEC-registered since 1983.

Does Planning Alternatives Ltd disclose fund performance?

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

Contact & registration

Address255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009-6615
Phone248-645-1520
Fax248-645-2661
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK712011
Discloses disciplinary historyNo

Assets under management

Discretionary$1.28B
Non-discretionary$0
Total (RAUM)$1.28B