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Flexible Plan Investments Ltd
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CRD # | 110762 |
SEC # | 801-21073 |
CIK # | 0001420167 |
AUM | $1.4 BB (2024-03-27) |
Employees | 84 (4% Investors, 7% Brokers) |
Phone | 800-347-3539 |
Address | 3883 Telegraph Rd Bloomfield Hills, MI 48302-1432 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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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 |