CENTER FOR WEALTH PLANNING ADVISORS, INC
CENTER FOR WEALTH PLANNING ADVISORS, INC of TROY, MI is an SEC-registered investment adviser (CRD 173312). Regulatory assets under management: $127.4M.
Registration
- CRD: 173312
- SEC file number: 801-107743
- Type: Registered investment adviser
- Location: 2050 LIVERNOIS RD, SUITE B, TROY, MI, 48083
- Phone: 248-498-4825
- Latest filing: 2017-03-30
- Regulatory AUM: $127.4M
- Discretionary AUM: $122.3M
- Non-discretionary AUM: $5.1M
- Clients: 12
- Accounts: 947
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| RUZYCKI JOSEPH WILLIAM | PRESIDENT | — |
| OHLRICH RICHARD HENRY | CHIEF COMPLIANCE OFFICER | — |
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