Confidential Management Planning Services, Inc. is a large advisory firm based in Troy. It manages $44 million of regulatory assets for 324 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Michigan.
Confidential Management Planning Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Confidential Management Planning Services, Inc. is $44 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Confidential Management Planning Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Francis Noonan has been acting as President since 1 Aug 1981. Craig Maxwell Adams joined the executive team most recently as the Vice President/Chief Compliance Officer.
The principal office where Confidential Management Planning Services, Inc. performs its advisory services is located at 1700 West Big Beaver, Troy, MI 48084, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-540-7511 or by fax 248-540-9261. The normal business hours are 9am - 5pm on Monday - Friday.