PLANNING ALTERNATIVES LTD
CRD #110268 SEC #801-18310 BIRMINGHAM, MI 248-645-1520
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
24
Clients
--
Accounts
683
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.3B | $1.3B | $0 | 24 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 24 | 0 |
| Nov 2024 | $1.2B | $1.2B | $0 | 21 | 0 |
| Sep 2024 | $1.2B | $1.2B | $0 | 21 | 0 |
| Sep 2024 | $1.2B | $1.2B | $0 | 21 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 21 | 0 |
| Mar 2023 | $1B | $1B | $0 | 24 | 0 |
| Sep 2022 | $1.2B | $1.2B | $0 | 25 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 25 | 0 |
| Aug 2021 | $1.1B | $1.1B | $0 | 24 | 0 |
| Apr 2021 | $1.1B | $1.1B | $0 | 24 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 24 | 0 |
| Jun 2020 | $1.2B | $1.2B | $0 | 25 | 0 |
| May 2020 | $1.2B | $1.2B | $0 | 25 | 0 |
| Apr 2020 | $1.2B | $1.2B | $0 | 25 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 25 | 0 |
| Jul 2019 | $1B | $1B | $0 | 24 | 1 |
| Mar 2019 | $1B | $1B | $0 | 24 | 1 |
| Dec 2018 | $1.1B | $1.1B | $0 | 25 | 2 |
| Nov 2018 | $1.1B | $1.1B | $0 | 25 | 2 |
| Aug 2018 | $1.1B | $1.1B | $0 | 25 | 2 |
| Mar 2018 | $1.1B | $1.1B | $0 | 25 | 2 |
| Sep 2017 | $1B | $1B | $0 | 19 | 900 |
| Aug 2017 | $1B | $1B | $0 | 19 | 900 |
| Mar 2017 | $1B | $1B | $0 | 19 | 900 |
| Oct 2016 | $943.3M | $943.3M | $0 | 18 | 900 |
| Mar 2016 | $943.3M | $943.3M | $0 | 18 | 900 |
| Mar 2015 | $1B | $1B | $0 | 18 | 1,000 |
| Oct 2014 | $929M | $929M | $0 | 14 | 900 |
| Mar 2014 | $929M | $929M | $0 | 14 | 900 |
| Nov 2013 | $479.3M | $479.3M | $0 | 12 | 700 |
| Oct 2013 | $479.3M | $479.3M | $0 | 12 | 700 |
| Oct 2013 | $479.3M | $479.3M | $0 | 12 | 700 |
| Jun 2013 | $479.3M | $479.3M | $0 | 12 | 700 |
| Mar 2013 | $479.3M | $479.3M | $0 | 12 | 700 |
| Nov 2012 | $450.3M | $450.3M | $0 | 12 | 600 |
| Apr 2012 | $450.3M | $450.3M | $0 | 11 | 600 |
| Mar 2012 | $450.3M | $450.3M | $0 | 11 | 600 |
| Jul 2011 | $452M | $452M | $0 | -- | -- |
| Mar 2011 | $452M | $452M | $0 | -- | -- |
| Sep 2010 | $413.5M | $413.5M | $0 | -- | -- |
| Oct 2009 | $285.7M | $285.7M | $0 | -- | -- |
| Mar 2009 | $285.7M | $285.7M | $0 | 10 | -- |
| Mar 2007 | $400.2M | $327.2M | $73M | 10 | -- |
| Dec 2006 | $346.4M | $302M | $44.5M | 10 | -- |
| Mar 2006 | $346.4M | $302M | $44.5M | 10 | -- |
| Mar 2004 | $258.7M | $258.7M | $0 | 10 | -- |
| Apr 2002 | $212.4M | $212.4M | $0 | 10 | -- |
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients0
DateNov 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients0
DateSep 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients0
DateSep 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients0
DateSep 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients0
DateJul 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients1
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients1
DateDec 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients2
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients2
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients2
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees25
Clients2
DateSep 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients900
DateAug 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients900
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients900
DateOct 2016
Total AUM$943.3M
Discretionary$943.3M
Non-Disc.$0
Employees18
Clients900
DateMar 2016
Total AUM$943.3M
Discretionary$943.3M
Non-Disc.$0
Employees18
Clients900
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients1,000
DateOct 2014
Total AUM$929M
Discretionary$929M
Non-Disc.$0
Employees14
Clients900
DateMar 2014
Total AUM$929M
Discretionary$929M
Non-Disc.$0
Employees14
Clients900
DateNov 2013
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees12
Clients700
DateOct 2013
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees12
Clients700
DateOct 2013
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees12
Clients700
DateJun 2013
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees12
Clients700
DateMar 2013
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees12
Clients700
DateNov 2012
Total AUM$450.3M
Discretionary$450.3M
Non-Disc.$0
Employees12
Clients600
DateApr 2012
Total AUM$450.3M
Discretionary$450.3M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$450.3M
Discretionary$450.3M
Non-Disc.$0
Employees11
Clients600
DateJul 2011
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$413.5M
Discretionary$413.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$400.2M
Discretionary$327.2M
Non-Disc.$73M
Employees10
Clients--
DateDec 2006
Total AUM$346.4M
Discretionary$302M
Non-Disc.$44.5M
Employees10
Clients--
DateMar 2006
Total AUM$346.4M
Discretionary$302M
Non-Disc.$44.5M
Employees10
Clients--
DateMar 2004
Total AUM$258.7M
Discretionary$258.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$212.4M
Discretionary$212.4M
Non-Disc.$0
Employees10
Clients--