Creative Planning is a fund manager in Overland Park with $133.83 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
431270780
SEC advisor number
801-18564
FINRA CRD number
105348
AUM ?
$175.27 bn
(as of 16 May 24)
Accounts
234,298
(as of 16 May 24)
Employees
1,319
(1210 investment advisory or research)
Address
Creative Planning
5454 W.110TH STREET
OVERLAND PARK
KS 66211
5454 W.110TH STREET
OVERLAND PARK
KS 66211
Phone
913-338-2727
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Creative Planning | $133.83 bn | |
Lenox Blue Chip, LLC | $979.22 k | Private Equity Fund |
Lenox Hpe, LLC | $13.00 mm | Private Equity Fund |
Lenox Pe Fund I, LLC | $3.56 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21