CREATIVE PLANNING
Q2 2021 Form 13-F
OVERLAND PARK, KANSAS
$56.3B Reported Value Total
CREATIVE PLANNING reports 204,119 total accounts under management (AUM). There are 202,533 discretionary accounts valued at $129,139,252,745, and 1,586 non-discretionary accounts valued at $1,387,650,116.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.