Overview
Assets Under Management: $1.3 billion
Headquarters: BIRMINGHAM, MI
High-Net-Worth Clients: 303
Average Client Assets: $4 million
Frequently Asked Questions
PLANNING ALTERNATIVES LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110268), PLANNING ALTERNATIVES LTD is subject to fiduciary duty under federal law.
PLANNING ALTERNATIVES LTD is headquartered in BIRMINGHAM, MI.
PLANNING ALTERNATIVES LTD serves 303 high-net-worth clients according to their SEC filing dated July 15, 2025. View client details ↓
According to their SEC Form ADV, PLANNING ALTERNATIVES LTD offers financial planning and portfolio management for individuals. View all service details ↓
PLANNING ALTERNATIVES LTD manages $1.3 billion in client assets according to their SEC filing dated July 15, 2025.
According to their SEC Form ADV, PLANNING ALTERNATIVES LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 303
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 683
Discretionary Accounts: 683
Regulatory Filings
CRD Number: 110268
Filing ID: 2003606
Last Filing Date: 2025-07-15 10:40:00
Website: https://dinsmorecomplianceservices.com