CREATIVE PLANNING Overview
Creative Planning is an investment advisor that manages 15 BN dollars in regulatory AUM and has 186 employees, of which 127 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 56BN in positions, representing 376% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 56BN in positions, representing 376% of the manager's regulatory AUM.
CREATIVE PLANNING StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CREATIVE PLANNING Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 11.76% | ETF | 8.9% | -0.02% | 2 | 13% | ||
| VEA | 8.29% | ETF | 4.36% | -0.31% | 7 | 9% | ||
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FEATURED IN
CREATIVE PLANNING Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter A. Mallouk | President/Secretary | December-2003 |
| James A. Dewitt | Chief Compliance Officer | March-2012 |
CREATIVE PLANNING Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CREATIVE PLANNING Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Creative Planning, Inc. uses the following methods of analysis in formulating investment advice.
Cyclical - Analyzes the investments sensitive to business cycles and whose performance is strongly tied to the overall economy. For example, cyclical companies tend to make products or provide services that are in lower demand during downturns in the economy and higher demand during upswings. Examples include the automobile, steel, and housing industries. The stock price of a cyclical company will often rise just before an economic upturn begins, and fall just before a downturn begins. Investors in cyclical stocks try to make the largest gains by buying the stock at the bottom of a business cycle, just before a turnaround begins.
While most economists and investors agree that there are cycles in the economy that need to be respected, the duration of such cycles is generally unknown. An investment decision...
Unlock Full Investment Process Description
Creative Planning, Inc. uses the following methods of analysis in formulating investment advice.
Cyclical - Analyzes the investments sensitive to business cycles and whose performance is strongly tied to the overall economy. For example, cyclical companies tend to make products or provide services that are in lower demand during downturns in the economy and higher demand during upswings. Examples include the automobile, steel, and housing industries. The stock price of a cyclical company will often rise just before an economic upturn begins, and fall just before a downturn begins. Investors in cyclical stocks try to make the largest gains by buying the stock at the bottom of a business cycle, just before a turnaround begins.
While most economists and investors agree that there are cycles in the economy that need to be respected, the duration of such cycles is generally unknown. An investment decision...
Unlock Full Investment Process Description
CREATIVE PLANNING Portfolio Concentration
CREATIVE PLANNING Location
3400 COLLEGE BLVD
LEAWOOD, Kansas
UNITED STATES, 66211
LEAWOOD, Kansas
UNITED STATES, 66211
CREATIVE PLANNING Contact Information
Phone Number: 913-338-2727
Fax Number: 913-338-4507
Website: http://www.thinkingbeyond.com
Fax Number: 913-338-4507
Website: http://www.thinkingbeyond.com
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Disclaimer
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