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GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803 · SEC 801-132883
900 WILSHIRE DRIVE, SUITE 385, TROY, MI, 48084, United States
Phone
248-643-4820
Fax
248-643-4906
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.3M
Discretionary AUM
$113.1M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $47.0M |
| High net worth individuals | 55 | $77.3M |
| Pension/profit sharing plans | 8 | $11.0M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD