Confidential Management Planning Services, Inc. (Troy)

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.

Confidential Management Planning Services: assets under management

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 firm manages $39 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 thousand.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Confidential Management Planning Services, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Francis Noonan	President	1 Aug 1981	50% - 75%	348941
Craig Maxwell Adams	Vice president/chief compliance officer	1 May 1991	50% - 75%	969

Based in Troy

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.