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Sandra Dee Adams

CENTER FOR FINANCIAL PLANNING INC·SOUTHFIELD, Michigan
Unclaimed Profile
24800 DENSO DRIVE, SOUTHFIELD, MI 48033-7470CRD# 2962229Firm CRD# 109599
01

About

Sandra Dee Adams is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with CENTER FOR FINANCIAL PLANNING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CENTER FOR FINANCIAL PLANNING INC
CENTER FOR FINANCIAL PLANNING INC
AUM
$1.6B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CENTER FOR FINANCIAL PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER/MANAGER FEES
Regulatory
SEC/IARD CRD# 2962229
Firm CRD# 109599
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandra Dee Adams offer?
Sandra Dee Adams specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Sandra Dee Adams's credentials?
Sandra Dee Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Dee Adams located?
Sandra Dee Adams is based in SOUTHFIELD, Michigan, working with CENTER FOR FINANCIAL PLANNING INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Sandra Dee Adams charge for services?
Sandra Dee Adams's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTER FOR FINANCIAL PLANNING INC?
CENTER FOR FINANCIAL PLANNING INC has approximately 13 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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