Planning Alternatives Ltd

Planning Alternatives Ltd (CRD# 110268) is a financial advisory firm headquartered in Birmingham, MI. They manage $1,155,601,417 in 667 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009
https://www.linkedin.com/company/planning-alternatives
By the Numbers
  • Total Assets Under Management
    1,156
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $1,732,536
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, MA, MI, NC, NE, OH, TX, WA, WY

Financial Advisors at Planning Alternatives Ltd
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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