Creative Planning is a fund manager in Overland Park with $133.83 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
431270780
SEC advisor number
801-18564
FINRA CRD number
105348
AUM ?
$133.83 bn
(as of 8 Aug 22)
Accounts
165,510
(as of 8 Aug 22)
Employees
929
(869 investment advisory or research)
Address
Creative Planning
5454 W.110TH STREET
OVERLAND PARK
KS 66211
5454 W.110TH STREET
OVERLAND PARK
KS 66211
Phone
913-338-2727
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Creative Planning | $133.83 bn | |
| Lenox Blue Chip, LLC | $979.22 k | Private Equity Fund |
| Lenox Hpe, LLC | $13.00 mm | Private Equity Fund |
| Lenox Pe Fund I, LLC | $3.56 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
5 Nov 20
13F-HR
Quarterly holdings report by institutional manager
23 Jul 20