Source: PR Newswire

Press Release: Creative Planning : Creative Planning Surpasses $25 Billion In Assets

LEAWOOD, Kan., May 17, 2017 /PRNewswire/ -- Creative Planning recently surpassed $25 billion in client assets. The registered investment advisor (RIA), which has been recognized repeatedly as one of the top wealth management firms in the U.S., grew from less than $100 million in assets to more

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Est. Annual Revenue
$100-500M
Est. Employees
250-500
Peter Mallouk's photo - President & CEO of Creative Planning, Inc.

President & CEO

Peter Mallouk

CEO Approval Rating

70/100

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