FINANCIAL FREEDOM HOUSE
CYGNET FINANCIAL PLANNING INC. Legal Name
Adviser information for FINANCIAL FREEDOM HOUSE last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 981 | $174.5M |
| Non-Discretionary | 0 | $0 |
| Total | 981 | $174.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 478 | $82.2M |
| HNW Individuals | 32 | $42.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 11 | $49.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-113800 |
|---|---|
| SEC ERA File Number | 801-113800 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 123430 |
| Legal Entity Identifier | None |
Principal Office
6515 HIGHLAND RDSUITE 240
WATERFORD
MI
United States
Monday - Friday, 9AM TO 4PM
Tel: 248-673-2900, Fax: 248-623-8968
Chief Compliance Officer
BRIAN LAKKIDES
PRESIDENT
6515 HIGHLAND RD
SUITE 240
WATERFORD
MI
United States
Tel:
248-673-2900
Fax:
248-623-8968
B*****@************************M
(Full email address available in API data)
Regulatory Contact
TED LAKKIDES
CHAIRMAN
6515 HIGHLAND RD
SUITE 240
WATERFORD
MI
United States
Tel:
248-673-2900
Fax:
248-623-8968
T***@************************M
(Full email address available in API data)
Industry Affiliates
| FIDUCIARY FIREWALL CONSULTING, INC. | Pension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAKKIDES, THEODORE, NMN | Individual | – | CHAIRMAN | 10/2018 | > 75% |
| LAKKIDES, BRIAN, STEPHEN | Individual | – | PRESIDENT | 10/2018 | < 5% |
| LAKKIDES, BRIAN, STEPHEN | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2018 | < 5% |
| CARY, AARON, ANDREW | Individual | – | EXECUTIVE VICE PRESIDENT | 11/2021 | < 5% |