CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$37,502,470,791
Discretionary
$37,502,470,791
Non-discretionary
$0
Firm details
- CRD number
- 126777
- SEC file number
- 801-64265
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 195
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.