Flexible Plan Investments Review


Trust Score 94%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Flexible Plan Investments, federally registered in 1984, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 4 advisors. Flexible Plan Investments manages $1.7 billion and provides investment advisory services for 20,462 clients (1:5116 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $25,000
Average Client Balance $81,478
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:5116
Headquarters Bloomfield Hills, MI
SEC Filings Forms and Brochures    (CRD # 110762)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


Questions & Answers



Get answers about Flexible Plan Investments


Ask a question question_answer


Share Firm Profile