Center for Financial Planning is an investment advisor in Southfield with $1.44 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
382779698
SEC advisor number
801-65076
FINRA CRD number
109599
AUM ?
$1.56 bn
(as of 26 Mar 24)
Accounts
3,992
(as of 26 Mar 24)
Employees
13
(13 investment advisory or research)
Address
Center for Financial Planning
24800 DENSO DRIVE
SUITE 300
SOUTHFIED
MI 48033
24800 DENSO DRIVE
SUITE 300
SOUTHFIED
MI 48033
Phone
248-948-7900
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Nov 21