Center for Financial Planning Inc. Revenue and Competitors

Detroit, MI USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Center for Financial Planning Inc.Â's estimated annual revenue is currently $6M per year.(i)
  • Center for Financial Planning Inc.Â's estimated revenue per employee is $168,000

Employee Data

  • Center for Financial Planning Inc. has 36 Employees.(i)
  • Center for Financial Planning Inc. grew their employee count by 6% last year.

Center for Financial Planning Inc.Â's People

NameTitleEmail/Phone
1
Partner & Director InvestmentsReveal Email/Phone
2
Partner & Director Operations, CFFP/Financial Advisor, RJFSReveal Email/Phone
3
Client Concierge ManagerReveal Email/Phone
4
Compliance Manager, Registered PrincipalReveal Email/Phone
5
Portfolio ManagerReveal Email/Phone
6
Office ManagerReveal Email/Phone
7
CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
8
Partner and Financial PlannerReveal Email/Phone
9
Certified Financial Planner ™Reveal Email/Phone
10
Lead Financial Planner/PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$24.8M118-2%N/AN/A
#2
$3.5M24-14%N/AN/A
#3
$0.1M620%N/AN/A
#4
$8.4M500%N/AN/A
#5
$8.4M5043%N/AN/A
#6
$0.1M1-50%N/AN/A
#7
$8.1M4833%N/AN/A
#8
$1.5M12N/AN/AN/A
#9
$27.3M1305%N/AN/A
#10
$120.8M46016%N/AN/A
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What Is Center for Financial Planning Inc.Â?

Center for Financial Planning, Inc. is a privately managed wealth management firm and registered investment advisor. Founded in 1985 and located in Southfield, Michigan, The Center works with clients throughout Michigan and in 38 states. We work to partner with our clients to achieve their financial goals and ultimately to Live Your Plan™. We manage more than $1.1 billion in assets for families and individuals. Center for Financial Planning, Inc. is an independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United Staets are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authjorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

keywords:N/A

N/A

Total Funding

36

Number of Employees

$6M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.2M369%N/A
#2
$5M3613%N/A
#3
$7.8M366%N/A
#4
$4.7M36-3%N/A
#5
$4.7M36-66%N/A