Flexible Plan Investments Ltd

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Assets, Funds, Holdings

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Flexible Plan Investments Ltd
CRD #110762
SEC #801-21073
CIK #0001420167
AUM $1.4 BB (2024-03-27)
Employees 84 (4% Investors, 7% Brokers)
Phone800-347-3539
Address3883 Telegraph Rd
Bloomfield Hills, MI 48302-1432
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
NVDA 399.6 1.6
AVGO 201.3 0.9
MSFT 1,918.2 0.9
AMD 131.5 0.7
AMAT 82.7 0.6
QCOM 147.4 0.6
LRCX 60.8 0.4
AAPL 2,382.8 0.4
MU 64.6 0.4
KLAC 49.3 0.4
View All
Holdings by Sector ($BB)
30241812602013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 10,389 0.2
(b) Individuals (high net worth individuals) 1,283 0.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 13 1.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 36 0.0
(h) Charitable organizations 21 0.0
(i) State or municipal government entities 1 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 30 0.0
(n) Other 0 0.0
Total 13,703 1.4
By Discretionary
Discretionary 13,703 1.4
Non-Discretionary 0 0.0
Total 13,703 1.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.4
Total 13,703 1.4
EDGAR Form CIK 2011 - 2024
13F-NT [0001420167]
Comparable Firms State AUM ($BB)
Retirement Management Systems Inc
MD 1.4
Everhart Financial Group Inc
OH 1.4
Executive Wealth Management LLC
MI 1.4
SRS Capital Advisors LLC
CO 1.4
Westfuller Advisors LLC
NY 1.4
Sierra Capital LLC
FL 1.4
Phillips and Company Advisors LLC
OR 1.4
Capitol Securities Management Inc
VA 1.4
Atomi Financial Group Inc
NY 1.4
Potomac Fund Management Inc
FL 1.4
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