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FINANCIAL FREEDOM HOUSE
CYGNET FINANCIAL PLANNING INC.
CRD 123430 · SEC 801-113800
6515 HIGHLAND RD, SUITE 240, WATERFORD, MI, 48327-1668, United States
Phone
248-673-2900
Fax
248-623-8968
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.9M
Discretionary AUM
$212.9M
Team
10 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 473 | $88.3M |
| High net worth individuals | 50 | $65.8M |
| Pension/profit sharing plans | 10 | $58.8M |
States served
MI, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD