Flexible Plan Investments Ltd
● SEC registered since 1984CRD 110762SEC# 801-21073Bloomfield Hills, MI
Reg. AUM
$1.48B
Employees
68
Accounts
10,406
Location
Bloomfield Hills, MI
Flexible Plan Investments Ltd assets under management
Flexible Plan Investments Ltd operates as an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 1984. It reports $1.5 billion in regulatory assets under management and employs 68 people.
Flexible Plan Investments Ltd owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Michael Smith Control | Chief Compliance Officer | Under 5% | 2014 |
| Jeffrey Allan Ingalsbe Control | Senior Vice President, Chief Information Officer | Under 5% | 2016 |
| Jerry Charles Wagner Control | Ceo / President | Over 75% | 1981 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Flexible Plan Investments Ltd manage?
Flexible Plan Investments Ltd reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Flexible Plan Investments Ltd have?
Flexible Plan Investments Ltd reports 68 employees.
Where is Flexible Plan Investments Ltd located?
Flexible Plan Investments Ltd is based in Bloomfield Hills, MI and has been SEC-registered since 1984.
Does Flexible Plan Investments Ltd disclose fund performance?
Flexible Plan Investments Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302-1432 |
| Phone | 800-347-3539 |
| Fax | 248-642-6741 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.48B▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$1.48Bregulatory AUM
Discretionary $1.48B