The FLEXIBLE PLAN INVESTMENTS LTD is a privately held investment adviser that advises $1.48Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FLEXIBLE PLAN INVESTMENTS LTD is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 9.4% over the last 5-years.
The Group has been registered with the SEC for 42.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3883 TELEGRAPH RD STE 100, BLOOMFIELD HILLS, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 68 employees comprised of 5 investment and 63 non-investment staff. The total number of Employees decreased by 23.6% over the last 5-years.
Their $1.48Bn in assets advised are owned by 0 private funds, 14 public funds and BDCs and 70 other accounts. Assets of Investment Companies (IC) clients own $1.09Bn or 73.21% of Total Assets and Individuals own $261.02mn or 17.59% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
FLEXIBLE PLAN INVESTMENTS LTD names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.