FLEXIBLE PLAN INVESTMENTS LTD

RIASEC RegisteredEst. 1984

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$143K

Accounts

10,406

Employees

Advisory reps

Firm details

Headquarters: Bloomfield Hills, Michigan
CRD number: 110762
Registered since: April 12, 1984
Website: www.flexibleplan.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM
Client types: Investment Companies73.21%
Individuals17.59%
HNWI7.03%
Charitable Organizations1.54%
Pension & Profit Sharing Plans0.34%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Flexible Plan Investments Ltd is a corporation that provides portfolio management and related advisory services to both individual/family investors and institutional clients. The firm has been SEC-registered since 1984 and is owned by an individual. Its advisory work includes discretionary portfolio management for individuals, small businesses, investment companies and other institutions, and it also publishes periodicals or newsletters as part of its offering. Compensation is charged as a percentage of assets under management. Flexible Plan does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.