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| Keyboard |
| Cygnet Financial Planning Inc
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|---|---|
| CRD # | 123430 |
| SEC # | 801-113800 |
| CIK # | |
| AUM | 212.9 M (2026-03-27) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 248-673-2900 |
| Address | 6515 Highland Rd Waterford, MI 48327-1668 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 473 | 88.3 |
| (b) Individuals (high net worth individuals) | 50 | 65.8 |
| (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 | 10 | 58.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 212.9 |
| By Discretionary | ||
| Discretionary | 533 | 212.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 533 | 212.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.9 | |
| Total | 533 | 212.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
A4 Wealth Advisors LLC
✚
|
NC | 213.7 M |
|
Elite Income Advisors Inc
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MD | 213.4 M |
|
AO Wealth Advisory LLC
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IA | 213.2 M |
|
Sensenig Capital Advisors Inc
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PA | 212.9 M |
|
Larry Mathis Financial Planning LLC
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AZ | 212.8 M |
|
Up Capital Management Inc
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|
212.6 M | |
|
Urban Wealth Management Group LLC
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|
212.5 M | |
|
Brixton Capital Wealth Advisors LLC
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|
NY | 212.4 M |
|
Madrid Wealth Management LLC
✚
|
NM | 212.1 M |
|
Jamison Hanson Advisors LLC
✚
|
OR | 212.0 M |