FLEXIBLE PLAN INVESTMENTS LTD
CRD #110762 SEC #801-21073 BLOOMFIELD HILLS, MI 800-347-3539
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
79
Clients
--
Accounts
12,557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.5B | $1.5B | $0 | 79 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 79 | 0 |
| Mar 2025 | $1.5B | $1.5B | $0 | 79 | 0 |
| Mar 2024 | $1.4B | $1.4B | $0 | 84 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 93 | 0 |
| Mar 2022 | $2B | $2B | $0 | 92 | 0 |
| Mar 2021 | $1.6B | $1.6B | $0 | 89 | 0 |
| Dec 2020 | $1.6B | $1.6B | $0 | 87 | 0 |
| Jun 2020 | $1.6B | $1.6B | $0 | 87 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 87 | 0 |
| Mar 2019 | $1.7B | $1.7B | $0 | 100 | 0 |
| Mar 2018 | $1.9B | $1.9B | $0 | 100 | 0 |
| Jul 2017 | $1.7B | $1.7B | $0 | 100 | 27,300 |
| Mar 2017 | $1.7B | $1.7B | $0 | 100 | 27,300 |
| Jan 2017 | $1.9B | $1.9B | $0 | 95 | 29,100 |
| Nov 2016 | $1.9B | $1.9B | $0 | 95 | 29,100 |
| Mar 2016 | $1.9B | $1.9B | $0 | 95 | 29,100 |
| Feb 2015 | $2B | $2B | $0 | 80 | 28,700 |
| Oct 2014 | $1.7B | $1.7B | $0 | 75 | 27,000 |
| Oct 2014 | $1.7B | $1.7B | $0 | 75 | 27,000 |
| Mar 2014 | $1.7B | $1.7B | $0 | 75 | 27,000 |
| Oct 2013 | $1.5B | $1.5B | $0 | 70 | 24,922 |
| Apr 2013 | $1.5B | $1.5B | $0 | 60 | 24,922 |
| Aug 2012 | $1.2B | $1.2B | $0 | 11 | 18,600 |
| Mar 2012 | $1.2B | $1.2B | $0 | 11 | 18,600 |
| Dec 2011 | $859.4M | $859.4M | $0 | 11 | 16,500 |
| Apr 2011 | $859.4M | $859.4M | $0 | -- | -- |
| Mar 2011 | $859.4M | $859.4M | $0 | -- | -- |
| Apr 2009 | $357.6M | $357.6M | $0 | -- | -- |
| Mar 2008 | $470.9M | $470.9M | $0 | -- | -- |
| Dec 2007 | $701.8M | $701.8M | $0 | -- | -- |
| Mar 2007 | $701.8M | $701.8M | $0 | -- | -- |
| Sep 2005 | $999.4M | $998.1M | $1.3M | -- | -- |
| Jan 2004 | $648M | $639.6M | $8.3M | -- | -- |
| Oct 2003 | $648M | $639.6M | $8.3M | -- | -- |
| Oct 2003 | $648M | $639.6M | $8.3M | -- | -- |
| Apr 2002 | $663M | $663M | $0 | -- | -- |
| May 2001 | $682.4M | $682.4M | $0 | 51 | -- |
DateJun 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees79
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees84
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees93
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees92
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees89
Clients0
DateDec 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees87
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees87
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees87
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees100
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees100
Clients0
DateJul 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees100
Clients27,300
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees100
Clients27,300
DateJan 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees95
Clients29,100
DateNov 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees95
Clients29,100
DateMar 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees95
Clients29,100
DateFeb 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees80
Clients28,700
DateOct 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients27,000
DateOct 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients27,000
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees75
Clients27,000
DateOct 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees70
Clients24,922
DateApr 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees60
Clients24,922
DateAug 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients18,600
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients18,600
DateDec 2011
Total AUM$859.4M
Discretionary$859.4M
Non-Disc.$0
Employees11
Clients16,500
DateApr 2011
Total AUM$859.4M
Discretionary$859.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$859.4M
Discretionary$859.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$357.6M
Discretionary$357.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$470.9M
Discretionary$470.9M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$701.8M
Discretionary$701.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$701.8M
Discretionary$701.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$999.4M
Discretionary$998.1M
Non-Disc.$1.3M
Employees--
Clients--
DateJan 2004
Total AUM$648M
Discretionary$639.6M
Non-Disc.$8.3M
Employees--
Clients--
DateOct 2003
Total AUM$648M
Discretionary$639.6M
Non-Disc.$8.3M
Employees--
Clients--
DateOct 2003
Total AUM$648M
Discretionary$639.6M
Non-Disc.$8.3M
Employees--
Clients--
DateApr 2002
Total AUM$663M
Discretionary$663M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$682.4M
Discretionary$682.4M
Non-Disc.$0
Employees51
Clients--