FINANCIAL PLANNERS OF CLEVELAND, INC.
Legal name: NCA FINANCIAL PLANNERS
CRD #120086 SEC #801-67059 MAYFIELD HEIGHTS, OH 440-473-1115
SEC Registered
Total AUM
$759M
Discretionary
$742.6M
Employees
22
Clients
1
Accounts
1,873
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $759M | $742.6M | $16.5M | 22 | 4 |
| Jun 2022 | $759M | $742.6M | $16.5M | 22 | 4 |
| Oct 2021 | $1.4B | $1.4B | $27.2M | 23 | 7 |
| Jun 2021 | $1.4B | $1.4B | $27.2M | 23 | 7 |
| May 2021 | $1.4B | $1.4B | $27.2M | 23 | 7 |
| Jun 2020 | $996.7M | $974.3M | $22.4M | 22 | 13 |
| Jun 2020 | $996.7M | $974.3M | $22.4M | 22 | 13 |
| Apr 2020 | $1.1B | $1B | $17.9M | 23 | 12 |
| Oct 2019 | $1.1B | $1B | $17.9M | 23 | 12 |
| Aug 2019 | $1.1B | $1B | $17.9M | 23 | 12 |
| Jun 2019 | $1.1B | $1B | $17.9M | 23 | 12 |
| Jun 2018 | $1B | $984.6M | $17.5M | 25 | 32 |
| Nov 2017 | $899.8M | $882.6M | $17.2M | 25 | 42 |
| Jun 2017 | $899.8M | $882.6M | $17.2M | 25 | 1,200 |
| Mar 2017 | $802.6M | $785.8M | $16.8M | 24 | 1,200 |
| Nov 2016 | $802.6M | $785.8M | $16.8M | 24 | 1,200 |
| Aug 2016 | $802.6M | $785.8M | $16.8M | 24 | 1,200 |
| May 2016 | $802.6M | $785.8M | $16.8M | 24 | 1,200 |
| Apr 2016 | $802.6M | $785.8M | $16.8M | 24 | 1,200 |
| Nov 2015 | $796.9M | $779.4M | $17.4M | 23 | 1,200 |
| Apr 2015 | $796.9M | $779.4M | $17.4M | 23 | 1,200 |
| Jun 2014 | $733.4M | $715.8M | $17.6M | 21 | 1,100 |
| Nov 2013 | $617.1M | $599.1M | $18M | 19 | 1,072 |
| Aug 2013 | $617.1M | $599.1M | $18M | 19 | 1,072 |
| Jun 2013 | $617.1M | $599.1M | $18M | 19 | 1,072 |
| Apr 2013 | $617.1M | $599.1M | $18M | 19 | 1,072 |
| Jan 2013 | $585.6M | $576.4M | $9.2M | 20 | 1,092 |
| Jun 2012 | $585.6M | $576.4M | $9.2M | 11 | 1,092 |
| May 2012 | $585.6M | $576.4M | $9.2M | 11 | 1,092 |
| Jan 2012 | $536.3M | $527.5M | $8.8M | 11 | 1,201 |
| Nov 2011 | $551.8M | $551.8M | $0 | 11 | 1,201 |
| Jun 2011 | $551.8M | $551.8M | $0 | -- | -- |
| Feb 2011 | $465.8M | $465.8M | $0 | -- | -- |
| Dec 2010 | $465.8M | $465.8M | $0 | -- | -- |
| Aug 2010 | $465.8M | $465.8M | $0 | -- | -- |
| Apr 2010 | $465.8M | $465.8M | $0 | -- | -- |
| Mar 2010 | $384.7M | $384.7M | $0 | -- | -- |
| Oct 2009 | $384.7M | $384.7M | $0 | -- | -- |
| May 2009 | $384.7M | $384.7M | $0 | -- | -- |
| May 2009 | $544.9M | $544.9M | $0 | -- | -- |
| Jan 2008 | $441.7M | $441.7M | $0 | -- | -- |
| Apr 2007 | $250M | $250M | $0 | -- | -- |
| Mar 2007 | $250M | $250M | $0 | -- | -- |
| Jan 2007 | $250M | $250M | $0 | -- | -- |
| Jan 2007 | $250M | $250M | $0 | -- | -- |
| Jan 2007 | $250M | $250M | $0 | -- | -- |
DateJun 2022
Total AUM$759M
Discretionary$742.6M
Non-Disc.$16.5M
Employees22
Clients4
DateJun 2022
Total AUM$759M
Discretionary$742.6M
Non-Disc.$16.5M
Employees22
Clients4
DateOct 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$27.2M
Employees23
Clients7
DateJun 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$27.2M
Employees23
Clients7
DateMay 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$27.2M
Employees23
Clients7
DateJun 2020
Total AUM$996.7M
Discretionary$974.3M
Non-Disc.$22.4M
Employees22
Clients13
DateJun 2020
Total AUM$996.7M
Discretionary$974.3M
Non-Disc.$22.4M
Employees22
Clients13
DateApr 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.9M
Employees23
Clients12
DateOct 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.9M
Employees23
Clients12
DateAug 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.9M
Employees23
Clients12
DateJun 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.9M
Employees23
Clients12
DateJun 2018
Total AUM$1B
Discretionary$984.6M
Non-Disc.$17.5M
Employees25
Clients32
DateNov 2017
Total AUM$899.8M
Discretionary$882.6M
Non-Disc.$17.2M
Employees25
Clients42
DateJun 2017
Total AUM$899.8M
Discretionary$882.6M
Non-Disc.$17.2M
Employees25
Clients1,200
DateMar 2017
Total AUM$802.6M
Discretionary$785.8M
Non-Disc.$16.8M
Employees24
Clients1,200
DateNov 2016
Total AUM$802.6M
Discretionary$785.8M
Non-Disc.$16.8M
Employees24
Clients1,200
DateAug 2016
Total AUM$802.6M
Discretionary$785.8M
Non-Disc.$16.8M
Employees24
Clients1,200
DateMay 2016
Total AUM$802.6M
Discretionary$785.8M
Non-Disc.$16.8M
Employees24
Clients1,200
DateApr 2016
Total AUM$802.6M
Discretionary$785.8M
Non-Disc.$16.8M
Employees24
Clients1,200
DateNov 2015
Total AUM$796.9M
Discretionary$779.4M
Non-Disc.$17.4M
Employees23
Clients1,200
DateApr 2015
Total AUM$796.9M
Discretionary$779.4M
Non-Disc.$17.4M
Employees23
Clients1,200
DateJun 2014
Total AUM$733.4M
Discretionary$715.8M
Non-Disc.$17.6M
Employees21
Clients1,100
DateNov 2013
Total AUM$617.1M
Discretionary$599.1M
Non-Disc.$18M
Employees19
Clients1,072
DateAug 2013
Total AUM$617.1M
Discretionary$599.1M
Non-Disc.$18M
Employees19
Clients1,072
DateJun 2013
Total AUM$617.1M
Discretionary$599.1M
Non-Disc.$18M
Employees19
Clients1,072
DateApr 2013
Total AUM$617.1M
Discretionary$599.1M
Non-Disc.$18M
Employees19
Clients1,072
DateJan 2013
Total AUM$585.6M
Discretionary$576.4M
Non-Disc.$9.2M
Employees20
Clients1,092
DateJun 2012
Total AUM$585.6M
Discretionary$576.4M
Non-Disc.$9.2M
Employees11
Clients1,092
DateMay 2012
Total AUM$585.6M
Discretionary$576.4M
Non-Disc.$9.2M
Employees11
Clients1,092
DateJan 2012
Total AUM$536.3M
Discretionary$527.5M
Non-Disc.$8.8M
Employees11
Clients1,201
DateNov 2011
Total AUM$551.8M
Discretionary$551.8M
Non-Disc.$0
Employees11
Clients1,201
DateJun 2011
Total AUM$551.8M
Discretionary$551.8M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$465.8M
Discretionary$465.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$465.8M
Discretionary$465.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$465.8M
Discretionary$465.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$465.8M
Discretionary$465.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$384.7M
Discretionary$384.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$384.7M
Discretionary$384.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$384.7M
Discretionary$384.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$544.9M
Discretionary$544.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$441.7M
Discretionary$441.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--