Overview
Assets Under Management: $1.5 billion
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 5
Average Client Assets: $63 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.41
Average High-Net-Worth Client Assets: $63 million
Total Client Accounts: 12,557
Discretionary Accounts: 12,557
Regulatory Filings
CRD Number: 110762
Filing ID: 1996376
Last Filing Date: 2025-06-10 11:49:00
Website: https://flexibleplan.com