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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-2011
- Office Locations
- 1
Office Locations
About Global Financial Planning Group, LLC
Global Financial Planning Group, LLC is a Troy, MI-based registered investment adviser providing financial planning and portfolio management for retail and institutional clients. The firm emphasizes asset allocation and uses a mix of public funds, alternative investments, and real estate, alongside fixed income, mutual funds and ETFs, and annuity solutions. Custody relationships include Charles Schwab and LPL Financial, with online account access available.
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Owner & Executives
DARRYL GREGORY DUERBUSCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2836613
- Ownership
- 50% but less than 75%
DAVID BRIAN LESZCYNSKI
VICE PRESIDENT
- CRD
- #2913686
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,134,536 | $240,201 |
| Non-Discretionary | $22,206,482 | $233,752 |
| Total | $135,341,018 | $239,118 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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