GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD #114803 SEC #801-132883 TROY, MI 248-643-4820
SEC Registered
Total AUM
$125.6M
Discretionary
$104.4M
Employees
7
Clients
0
Accounts
551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $125.6M | $104.4M | $21.2M | 7 | 0 |
| Apr 2025 | $125.6M | $104.4M | $21.2M | 7 | 0 |
| Apr 2012 | $31M | $17M | $14M | 1 | 26 |
| Mar 2012 | $31M | $17M | $14M | 1 | 26 |
| May 2011 | $27M | $15M | $12M | 5 | -- |
| Mar 2011 | $27M | $15M | $12M | 5 | -- |
| Sep 2010 | $53M | $6M | $47M | 5 | -- |
| Mar 2007 | $90.9M | $0 | $90.9M | 5 | -- |
| Jan 2006 | $71.4M | $0 | $71.4M | 5 | -- |
| Sep 2005 | $45.3M | $0 | $45.3M | 5 | -- |
| Jan 2005 | $45M | $0 | $45M | 5 | -- |
| Aug 2001 | $42M | $0 | $42M | 5 | -- |
DateOct 2025
Total AUM$125.6M
Discretionary$104.4M
Non-Disc.$21.2M
Employees7
Clients0
DateApr 2025
Total AUM$125.6M
Discretionary$104.4M
Non-Disc.$21.2M
Employees7
Clients0
DateApr 2012
Total AUM$31M
Discretionary$17M
Non-Disc.$14M
Employees1
Clients26
DateMar 2012
Total AUM$31M
Discretionary$17M
Non-Disc.$14M
Employees1
Clients26
DateMay 2011
Total AUM$27M
Discretionary$15M
Non-Disc.$12M
Employees5
Clients--
DateMar 2011
Total AUM$27M
Discretionary$15M
Non-Disc.$12M
Employees5
Clients--
DateSep 2010
Total AUM$53M
Discretionary$6M
Non-Disc.$47M
Employees5
Clients--
DateMar 2007
Total AUM$90.9M
Discretionary$0
Non-Disc.$90.9M
Employees5
Clients--
DateJan 2006
Total AUM$71.4M
Discretionary$0
Non-Disc.$71.4M
Employees5
Clients--
DateSep 2005
Total AUM$45.3M
Discretionary$0
Non-Disc.$45.3M
Employees5
Clients--
DateJan 2005
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateAug 2001
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--