Flexible Plan Investments

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Last updated: February 23rd, 2020. 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.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 18
Percentage of Advisors Trusted 75%
Minimum Investment $25,000
Average Client Balance $81,478
Total AUM $1.7 billion
Advisor / Client Ratio 1:5116
Headquarters Bloomfield Hills, MI
SEC Filings View SEC IAPD 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

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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