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⚲
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| Planning Alternatives Ltd
✚
|
|
|---|---|
| CRD # | 110268 |
| SEC # | 801-18310 |
| CIK # | |
| AUM | $1.0 BB (2023-03-29) |
| Employees | 24 (50% Investors, 0% Brokers) |
| Phone | 248-645-1520 |
| Address | 255 South Old Woodward Ave Birmingham, MI 48009-6615 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 152.5 |
| (b) Individuals (high net worth individuals) | 255 | 814.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 20.0 |
| (h) Charitable organizations | 4 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 25.5 |
| (n) Other | 0 | 0.0 |
| Total | 665 | 1,020.4 |
| By Discretionary | ||
| Discretionary | 665 | 1,020.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 665 | 1,020.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,020.4 | |
| Total | 665 | 1,020.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Abbrea Capital LLC
✚
|
CA | 1.0 |
|
Redswan PC Inc
✚
|
TX | 1.0 |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.0 |
|
Banyan Tree Asset Management LLC
✚
|
CA | 1.0 |
|
Professional Advisory Services Inc
✚
|
FL | 1.0 |
|
Rossmore Private Capital LLC
✚
|
CT | 1.0 |
|
Baldwin Investment Management LLC
✚
|
PA | 1.0 |
|
Armstrong Advisory Group Inc
✚
|
MA | 1.0 |
|
D'Orazio & Associates Inc
✚
|
VA | 1.0 |
|
Petso Financial Consultants LLC
✚
|
ID | 1.0 |