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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Global Financial Planning Group LLC
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|---|---|
| CRD # | 114803 |
| SEC # | 801-132883 |
| CIK # | |
| AUM | $125.6 M (2025-04-29) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 248-643-4820 |
| Address | 900 Wilshire Drive Troy, MI 48084 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 46.5 |
| (b) Individuals (high net worth individuals) | 55 | 69.7 |
| (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 | 9 | 9.4 |
| (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 | 551 | 125.6 |
| By Discretionary | ||
| Discretionary | 451 | 104.4 |
| Non-Discretionary | 100 | 21.2 |
| Total | 551 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 551 | 125.6 |
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|---|---|---|
|
Strada Financial Group LLC
✚
|
OR | 0.1 |
|
Ari Group LLC
✚
|
NY | 0.1 |
|
Heydorn Stone Capital Management LLC
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|
NY | 0.1 |
|
Lifestyle Freedom Advisory Group LLC
✚
|
FL | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
Red Reef Advisors LLC
✚
|
FL | 0.1 |
|
Curtis Capital Advisors LLC
✚
|
KS | 0.1 |
|
JDT Inc
✚
|
KY | 0.1 |
|
Woodmont Advisory Group Inc
✚
|
0.1 |