Global Financial Planning Group, LLC (Troy)

Name: Global Financial Planning Group, LLC
Address: 3155 West Big Beaver, Troy, MI, 48084
Telephone: 248-643-4820

Global Financial Planning Group, LLC is an adviser based in Troy. It manages $31 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Michigan.

Global Financial Planning Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Financial Planning Group: assets under management

The assets under management (AUM) of Global Financial Planning Group, LLC is $31 million. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17 million in discretionary accounts and $14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $280 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Financial Planning Group, LLC 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 Global Financial Planning Group, LLC

Darryl Gregory Duerbusch has been acting as President since 1 Sep 2002. David Brian Leszcynski joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Darryl Gregory Duerbusch	President	1 Sep 2002	50% - 75%	2836613
David Brian Leszcynski	Vice president	1 Sep 2002	50% - 75%	2913686

Based in Troy

The principal office where Global Financial Planning Group, LLC performs its advisory services is located at 3155 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 248-643-4820 or by fax 248-643-4906. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gfpgroup.com.