Investment adviser · CRD 173312

CENTER FOR WEALTH PLANNING ADVISORS, INC

Investment adviser filing (IA)

TROY, MI, United States · Form ADV filed Mar 30, 2017

Regulatory AUM
$127M
Form ADV · Item 5.F
Client accounts
947
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
12
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2050 LIVERNOIS RD, SUITE B
TROY, MI, 48083, United States

CRD 173312

Filing source

Form ADV 1099867 · Mar 30, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.