Planning Alternatives Ltd
● SEC registered since 1983CRD 110268SEC# 801-18310Birmingham, MI
Reg. AUM
$1.54B
Employees
20
Accounts
693
Location
Birmingham, MI
Planning Alternatives Ltd assets under management
Planning Alternatives Ltd is an SEC-registered investment adviser based in Birmingham, MI. The firm has been registered since 1983. It reports $1.5 billion in regulatory assets under management and employs 20 people.
Planning Alternatives Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2024 |
| Nathan Mark Mersereau Control | President | Over 75% | 2013 |
Frequently asked questions
How much does Planning Alternatives Ltd manage?
Planning Alternatives Ltd reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Planning Alternatives Ltd have?
Planning Alternatives Ltd reports 20 employees.
Where is Planning Alternatives Ltd located?
Planning Alternatives Ltd is based in Birmingham, MI and has been SEC-registered since 1983.
Does Planning Alternatives Ltd disclose fund performance?
Planning Alternatives Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009-6615 |
| Phone | 248-645-1520 |
| Fax | 248-645-2661 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 712011 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.54B