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| Happy Holidays!! thanks for using AUM13F!! |
| Flexible Plan Investments Ltd
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| CRD # | 110762 |
| SEC # | 801-21073 |
| CIK # | 0001420167 |
| AUM | $1.5 B (2025-06-10) |
| Employees | 79 (6% Investors, 5% Brokers) |
| Phone | 800-347-3539 |
| Address | 3883 Telegraph Rd Bloomfield Hills, MI 48302-1432 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001420167 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.6 | ||
| Tesla Motors Inc | 1.3 | ||
| Broadcom Inc | 1.0 | ||
| Advanced Micro Devices Inc | 1.0 | ||
| Texas Instruments Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Qualcomm Inc/DE | 0.7 | ||
| Apple Inc | 0.6 | ||
| Micron Technology Inc | 0.5 | ||
| Lam Research Corp | 0.5 | ||
| Applied Materials Inc /DE | 0.5 | ||
| KLA Tencor Corp | 0.5 | ||
| Marvell Technology Inc | 0.4 | ||
| Microchip Technology Inc | 0.4 | ||
| Intel Corp | 0.4 | ||
| Analog Devices Inc | 0.4 | ||
| NXP Semiconductors NV | 0.4 | ||
| Monolithic Power Systems Inc | 0.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 | ||
| ASML Holding NV | 0.3 | ||
| on Semiconductor Corp | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| VISA Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,838 | 0.3 |
| (b) Individuals (high net worth individuals) | 948 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 0.0 |
| (h) Charitable organizations | 26 | 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 | 24 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,557 | 1.5 |
| By Discretionary | ||
| Discretionary | 12,557 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12,557 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 12,557 | 1.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001420167] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quest Investment Management LLC
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|
OR | 1.6 |
|
Raymond James USA Ltd
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|
1.5 | |
|
ISC Advisors Inc
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|
TX | 1.5 |
|
Clarity Financial LLC
✚
|
TX | 1.5 |
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Weatherly Asset Management LP
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|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
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|
1.5 | |
|
M Financial Asset Management Inc
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|
OR | 1.5 |
|
SHP Wealth Management LLC
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|
MA | 1.5 |
|
Cary Street Partners Asset Management LLC
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|
VA | 1.5 |