FLEXIBLE PLAN INVESTMENTS LTD

CRD 110762 · SEC 801-21073

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3883 TELEGRAPH RD, STE 100, BLOOMFIELD HILLS, MI, 48302-1432, United States

Phone

800-347-3539

Fax

248-642-6741

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.48B

Discretionary AUM

$1.48B

Team

68 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Publication of periodicals

Client types

Type	Clients	AUM
Individuals	8323	$261.0M
High net worth individuals	737	$104.3M
Investment companies	14	$1.09B
Pension/profit sharing plans	33	$5.1M
Charitable organizations	25	$22.8M
State/municipal entities	1	$1.7M
Corporations/business entities	11	$2.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD