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| Center for Financial Planning Inc
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| CRD # | 109599 |
| SEC # | 801-65076 |
| CIK # | 0001803557, 0000833127, 0000180355, 0001069156 |
| AUM | 1,970.0 M (2026-04-16) |
| Employees | 26 (65% Investors, 85% 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 | 9.8 | ||
| Apple Inc | 8.1 | ||
| Alphabet Inc | 5.6 | ||
| Amazon Com Inc | 5.2 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Johnson & Johnson | 3.9 | ||
| AbbVie Inc | 3.8 | ||
| FPL Group Inc | 3.3 | ||
| Broadcom Inc | 3.0 | ||
| McKesson Corp | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,088 | 523.1 |
| (b) Individuals (high net worth individuals) | 408 | 1,443.7 |
| (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 | 0.2 |
| (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 | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,285 | 1,970.0 |
| By Discretionary | ||
| Discretionary | 4,235 | 1,936.3 |
| Non-Discretionary | 50 | 33.6 |
| Total | 4,285 | 1,970.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 1,969.1 | |
| Total | 4,285 | 1,970.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803557] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 9 (1 non-US) |
| Serves | Institutional, Retail |
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