← Back to searchVisit website
CORE FINANCIAL PLANNING
CORE FINANCIAL PLANNING, LLC
CRD 149293
7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, 48302, United States
Phone
248-758-2304
Fax
248-452-5681
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 26 broker-dealer reps
Clients
26-50
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | — |
| High net worth individuals | 5 | — |
All web addresses on file
Official SEC filing: View on IAPD