PLANNING ALTERNATIVES LTD

BIRMINGHAM, Michigan·4 registered advisors·CRD# 110268
SEC# 801-183102248-645-1520
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLANNING ALTERNATIVES LTD

4 registered advisors
Daniel Eugene Cook
BLOOMFIELD HILLS, Michigan
Edwin Baker Shaw
BLOOMFIELD HILLS, Michigan
Nathan Mark Mersereau
BIRMINGHAM, Michigan
Stacey Marie Gomez
BLOOMFIELD HILLS, Michigan
05

Office Locations

BLOOMFIELD HILLS, Michigan
3 advisors
BIRMINGHAM, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. PLANNING ALTERNATIVES LTD (CRD# 110268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.