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 ?
$155.33 bn
(as of 8 Nov 23)
Accounts
222,474
(as of 8 Nov 23)
Employees
1,165
(1086 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
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
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