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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Planning Alternatives Ltd
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| CRD # | 110268 |
| SEC # | 801-18310 |
| CIK # | 712011 |
| AUM | $1.0 BB (100% Disc, 100% US) |
| Employees | 24 (50% Investors, 0% Brokers) |
| Phone | 248-645-1520 |
| Address | 36800 Woodward Ave Bloomfield Hills, MI 48304-0936 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ullman John & Associates Inc
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|
NY | 1.1 |
|
Gemmer Asset Management LLC
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|
CA | 1.1 |
|
Banyan Tree Asset Management LLC
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|
CA | 1.1 |
|
Bloom Asset Management Inc
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|
MI | 1.0 |
|
Terry McDaniel & Company
✚
|
TX | 1.0 |
|
Asset Management Inc
✚
|
MD | 1.0 |
|
Retirement Advisors of America Inc
✚
|
TX | 1.0 |
|
Young Richard C & Co Ltd
✚
|
RI | 1.0 |
|
Dakota Wealth LLC
✚
|
FL | 1.0 |
|
RAA Wealth Management LLC
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|
TX | 1.0 |