Cygnet Financial Planning Inc.
● SEC registered since 2018CRD 123430SEC# 801-113800Waterford, MI
Reg. AUM
$212.9M
Employees
10
Accounts
533
Location
Waterford, MI
Cygnet Financial Planning Inc. assets under management
Cygnet Financial Planning Inc. operates as an SEC-registered investment adviser based in Waterford, MI. The firm has been registered since 2018. It reports $212.9 million in regulatory assets under management and employs 10 people.
Cygnet Financial Planning Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Andrew Cary Control | Executive Vice President | Under 5% | 2021 |
| Brian Stephen Lakkides Control | President | Under 5% | 2018 |
| Brian Stephen Lakkides Control | Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Cygnet Financial Planning Inc. manage?
Cygnet Financial Planning Inc. reports $212.9 million in regulatory assets under management on its Form ADV.
How many employees does Cygnet Financial Planning Inc. have?
Cygnet Financial Planning Inc. reports 10 employees.
Where is Cygnet Financial Planning Inc. located?
Cygnet Financial Planning Inc. is based in Waterford, MI and has been SEC-registered since 2018.
Does Cygnet Financial Planning Inc. disclose fund performance?
Cygnet Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6515 Highland Rd, Suite 240, Waterford, MI 48327-1668 |
| Phone | 248-673-2900 |
| Fax | 248-623-8968 |
| Office hours | 9a.m. To 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$212.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$212.9Mregulatory AUM
Discretionary $212.9M