Key facts
- CENTER FOR FINANCIAL PLANNING INC is a other based in SOUTHFIELD, MI.
- CENTER FOR FINANCIAL PLANNING INC reports $907K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 109599- Regulatory AUM
- $907K
- Private fund assets
- —
- Private funds
- —
- Staff
- 26
- Registered office
- SOUTHFIELD, MI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CENTER FOR FINANCIAL PLANNING INC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CENTER FOR FINANCIAL PLANNING INC's AUM?
- CENTER FOR FINANCIAL PLANNING INC manages approximately $907K in assets.