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CENTER FOR FINANCIAL PLANNING INC

dba CENTER FOR FINANCIAL PLANNING INC · CRD 109599 · Registered Investment Adviser

CENTER FOR FINANCIAL PLANNING INC is a Registered Investment Adviser headquartered in SOUTHFIELD, MI. The firm reports $1,969,959,576 in regulatory assets under management across 4,285 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,936,327,046
Non-discretionary$33,632,530
Total RAUM$1,969,959,576
Accounts4,285

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 109599. adviserinfo.sec.gov/firm/summary/109599.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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