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Planning Alternatives Ltd

CRD 110268  ·  Birmingham, MI  ·  $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
110268
SEC number
801-18310
Firm type
RIA
Assets under management
$1.5B as of Mar 25, 2026
Website
www.youtube.com/channel/UCeLQ7fPeKomf2Qwn5_57qHg ↗
Phone
248-645-1520
Address
255 South Old Woodward Ave., Birmingham, MI, 48009-6615

Advisors at this firm

9 in our index · page 1 of 1

1–9 of 9

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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