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| Planning Alternatives Ltd
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|---|---|
| CRD # | 110268 |
| SEC # | 801-18310 |
| CIK # | 0000712011 |
| AUM | $1.5 B (2026-03-25) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 248-645-1520 |
| Address | 255 South Old Woodward Ave Birmingham, MI 48009-6615 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.5 | ||
| Nvidia Corp | 4.4 | ||
| Microsoft Corp | 3.6 | ||
| DTE Energy Co | 2.3 | ||
| iShares Bitcoin Trust | 1.8 | ||
| Amazon Com Inc | 1.8 | ||
| Philip Morris International Inc | 1.7 | ||
| Lam Research Corp | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 139.6 |
| (b) Individuals (high net worth individuals) | 324 | 1,342.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 23.4 |
| (h) Charitable organizations | 3 | 8.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 27.5 |
| (n) Other | 0 | 0.0 |
| Total | 693 | 1,541.4 |
| By Discretionary | ||
| Discretionary | 693 | 1,541.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 693 | 1,541.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,541.4 | |
| Total | 693 | 1,541.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000712011] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Plan Inc
✚
|
WA | 1.6 |
|
Romano Brothers and Company
✚
|
IL | 1.5 |
|
Ancora Retirement Plan Advisors LLC
✚
|
OH | 1.5 |
|
Robinhood Asset Management LLC
✚
|
CA | 1.5 |
|
Anchor Investment Management LLC
✚
|
SC | 1.5 |
|
Class VI Family Office LLC
✚
|
CO | 1.5 |
|
Mill Capital Management LLC
✚
|
NC | 1.5 |
|
Wgshaheen & Associates Ltd
✚
|
NY | 1.5 |
|
TSA Portfolio Management Inc FKA TSA Management Inc
✚
|
NY | 1.5 |
|
Kimelman & Baird LLC
✚
|
NY | 1.5 |