Center for Financial Planning Inc

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Assets, Funds, Holdings

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Center for Financial Planning Inc
CRD #109599
SEC #801-65076
CIK #0000833127, 0001069156, 0001803557, 0000180355
AUM $1.6 BB (2024-03-26)
Employees 13 (100% Investors, 100% Brokers)
Phone248-948-7900
Address24800 Denso Drive
Southfield, MI 48033-7470
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1600128096064032002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 13.7
AAPL 2,382,844.0 6.5
AMZN 1,092,997.8 4.9
GOOG 1,482,566.4 4.0
JPM 340,169.2 3.7
PG 338,108.9 3.3
RJF 19,897.9 3.0
ABBV 269,466.6 2.6
NEE 150,166.4 2.5
TMO 209,733.6 2.3
View All
Holdings by Sector ($MM)
70056042028014002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 961 384.7
(b) Individuals (high net worth individuals) 394 1,162.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 11.5
(n) Other 0 0.0
Total 3,992 1,558.3
By Discretionary
Discretionary 3,786 1,501.0
Non-Discretionary 206 57.3
Total 3,992 1,558.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,558.3
Total 3,992 1,558.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001803557]
Comparable Firms State AUM ($BB)
Wedmont Private Capital LLC
PA 1.6
Diversified Management Inc
WI 1.6
Consolidated Planning Corporation
GA 1.6
Sellwood Consulting LLC
OR 1.6
Corda Investment Management LLC
TX 1.6
Newsquare Capital LLC
PA 1.6
Diversified LLC
DE 1.6
Diversified Enterprises LLC
DE 1.6
JAG Capital Management LLC
MO 1.6
Jackson Thornton Asset Management LLC
AL 1.5
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tony@aum13f.com