C
$30.4M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-2003
- Office Locations
- 2
Office Locations
5652 Yellow Wood Drive South Bend IN
914 Lincoln WAY West, Suite 212 South Bend IN
About Creative Financial Planning Advisors, Inc.
Creative Financial Planning Advisors, Inc. is a South Bend-based RIA with 2 offices. The firm has been operating for 22 years. Managing $30.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
81 AVG AGE
$30.4M AVG AUM / ADVISOR
$389.7K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RONALD ALLAN SILVERMAN
Financial Planning Advisor, President
- CRD
- #809984
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARLIN FRED SCHMIDT
Financial Advisor
- CRD
- #414008
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,396,772 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,396,772 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing