GLOBAL FINANCIAL PLANNING GROUP, LLC

GLOBAL FINANCIAL PLANNING GROUP, LLC of TROY, MI is an SEC-registered investment adviser (CRD 114803). Regulatory assets under management: $135.3M.

Registration

• CRD: 114803
• SEC file number: 801-132883
• Type: Registered investment adviser
• Location: 900 WILSHIRE DRIVE, SUITE 385, TROY, MI, 48084
• Phone: 248-643-4820
• Latest filing: 2026-07-16
• Regulatory AUM: $135.3M
• Discretionary AUM: $113.1M
• Non-discretionary AUM: $22.2M
• Clients: 5
• Accounts: 566

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114803 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search