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 09/30/16. The fund's latest filing disclosed 16BN in positions, representing 105% of the manager's regulatory AUM.

CREATIVE PLANNING StockAlpha

-3.4%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CREATIVE PLANNING Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEA 7.32% ETF -3.1% -0.39% 4 8%
VCIT 6.84% ETF -3.63% -0.29% 16 2%
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FEATURED IN
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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...
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CREATIVE PLANNING Portfolio Concentration

CREATIVE PLANNING Location

3400 COLLEGE BLVD
LEAWOOD, Kansas
UNITED STATES, 66211

CREATIVE PLANNING Contact Information

Phone Number: 913-338-2727
Fax Number: 913-338-4507
Website:

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