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| Happy Holidays!! thanks for using AUM13F!! |
| Center for Financial Planning Inc
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| CRD # | 109599 |
| SEC # | 801-65076 |
| CIK # | 0001803557, 0000833127, 0000180355, 0001069156 |
| AUM | $1.7 B (2025-06-23) |
| Employees | 31 (58% Investors, 65% Brokers) |
| Phone | 248-948-7900 |
| Address | 24800 Denso Drive Southfield, MI 48033-7470 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.9 | ||
| Apple Inc | 5.8 | ||
| Amazon Com Inc | 5.4 | ||
| J P Morgan Chase & Co | 4.9 | ||
| Alphabet Inc | 3.5 | ||
| AbbVie Inc | 3.2 | ||
| Raymond James Financial Inc | 3.0 | ||
| Procter & Gamble Co | 3.0 | ||
| Broadcom Inc | 2.6 | ||
| FPL Group Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,000 | 474.3 |
| (b) Individuals (high net worth individuals) | 401 | 1,228.6 |
| (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 | 5 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,116 | 1,711.8 |
| By Discretionary | ||
| Discretionary | 3,964 | 1,664.5 |
| Non-Discretionary | 152 | 47.4 |
| Total | 4,116 | 1,711.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 1,710.7 | |
| Total | 4,116 | 1,711.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803557] |
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Novare Capital Management
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NC | 1.7 |
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Atwood & Palmer Inc
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Ashton Thomas Securities LLC
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D'Annunzio Consulting Group LLC
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WA | 1.7 |
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AL | 1.7 |
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TX | 1.7 |
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Nilsine Partners LLC
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CO | 1.7 |
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Waddell & Associates LLC
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TN | 1.7 |
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WestEnd Advisors LLC
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NC | 1.7 |