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Center for Financial Planning

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
382779698
SEC advisor number
801-65076
FINRA CRD number
109599
AUM ?
$1.29B (as of 16 Jul 21)
Accounts
3,242 (as of 16 Jul 21)
Employees
13 (12 investment advisory or research)
Address
Center for Financial Planning
24800 DENSO DRIVE
SUITE 300
SOUTHFIED
MI 48033
Phone
248-948-7900

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 513 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$99.7M 252.8K 221.72K +14.0
$58.38M 786.3K 784.46K +0.2
$43.96M 333.69K 369.48K -9.7
$38.13M 225.29K 224.57K +0.3
$23.19M 106.04K 101.39K +4.6
$8.77M 31.1K 31.05K +0.2
$7.82M 19 19 0
Vanguard Star FDS
$7.09M 112.14K 111.69K +0.4
$4.2M 15.39K 15.39K 0
Vanguard Intl Equity Index F
$4.02M 80.36K 78.97K +1.8
$3.95M 27.93K 28.06K -0.5
$3.04M 924 929 -0.5
$2.83M 20.27K 19.45K +4.2
$2.83M 17.29K 17K +1.7
$2.76M 1.03K 1.03K 0
$2.74M 34.91K 33.31K +4.8
$2.49M 8.58K 8.58K 0
$2.31M 4.04K 4.04K 0
$2.28M 24.75K 16.5K +50.0
$2.19M 13.57K 12.11K +12.0
$1.97M 17.11K 16.38K +4.4
$1.89M 6.95K 6.78K +2.6
$1.87M 4.36K 4.35K +0.2
$1.82M 15.43K 14.96K +3.1
$1.65M 4.12K 4.12K 0
$1.59M 10.58K 10.58K 0
$1.55M 5.89K 5.55K +6.1
$1.54M 8.79K 8.84K -0.6
$1.54M 6.92K 6.92K 0
$1.53M 11.31K 11.31K 0
$1.46M 8.73K 8.73K 0
$1.45M 14.32K 15.18K -5.7
$1.45M 21.93K NEW
Vanguard Tax-managed Intl FD
$1.4M 27.66K 30.02K -7.9
$1.39M 5.29K 5.29K 0
$1.36M 12.47K 12.55K -0.7
$1.3M 12K 11.53K +4.1
$1.27M 4.78K 4.78K 0
$1.23M 23.48K 23.62K -0.6
$1.15M 80.89K 79.79K +1.4
$1.14M 5.69K 5.69K +0.1
$1.12M 1.92K 3.67K -47.7
$1.12M 7.06K 7.52K -6.1
$1.1M 14.56K 14.56K 0
$1.07M 14.23K 13.85K +2.7
$1.05M 3.2K 2.56K +25.1
$1.05M 5.35K 5.21K +2.7
$1.04M 5.03K 5.03K 0
$964K 5.7K 5.7K 0
$959K 3.15K 3.15K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings