CYGNET FINANCIAL PLANNING INC.
Legal name: FINANCIAL FREEDOM HOUSE
CRD #123430 SEC #801-113800 WATERFORD, MI 248-673-2900
SEC Registered Disclosures
Total AUM
$188.8M
Discretionary
$188.8M
Employees
9
Clients
51
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.8M | $188.8M | $0 | 9 | 525 |
| Mar 2024 | $174.5M | $174.5M | $0 | 9 | 0 |
| Mar 2023 | $151.4M | $151.4M | $0 | 8 | 0 |
| Mar 2022 | $175.9M | $175.9M | $0 | 9 | 0 |
| Mar 2021 | $147.5M | $147.5M | $0 | 9 | 0 |
| Jun 2020 | $137M | $137M | $0 | 9 | 0 |
| Mar 2020 | $137M | $137M | $0 | 9 | 0 |
| Feb 2019 | $141.7M | $141.7M | $0 | 9 | 0 |
| Jul 2018 | $132M | $132M | $0 | 9 | 1 |
| Apr 2013 | $41M | $41M | $0 | 6 | 200 |
| Mar 2012 | $91.5M | $32.3M | $59.2M | 1 | 200 |
| Mar 2011 | $53.7M | $26.1M | $27.6M | 5 | -- |
| Sep 2010 | $36M | $21M | $15M | 5 | -- |
DateMar 2025
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees9
Clients525
DateMar 2024
Total AUM$174.5M
Discretionary$174.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2018
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees9
Clients1
DateApr 2013
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$91.5M
Discretionary$32.3M
Non-Disc.$59.2M
Employees1
Clients200
DateMar 2011
Total AUM$53.7M
Discretionary$26.1M
Non-Disc.$27.6M
Employees5
Clients--
DateSep 2010
Total AUM$36M
Discretionary$21M
Non-Disc.$15M
Employees5
Clients--