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Peter Mallouk's two-year $50-billion AUM surge at his Kansas RIA exceeded even his expectations, causing him to hit the ceiling--literally--at his shiny office complex

Creative Planning jumped from $50 billion AUM to $100 billion of AUM and the CEO and owner says the firm added 350 people and is nearly out of space at its giant headquarters

Monday, November 8, 2021 – 11:24 PM by Lisa Shidler
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Peter Mallouk: Our inability to ever get our space right is proof that what's happening has been unexpected.

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The new 'Tony Robbins' book debut coincides with Ajay Gupta revealing plan to retire, which leaves Creative Planning to keep the referral spoils with Robbins down to a 'with' credit on the cover

Peter Mallouk's and Robbins' book, 'The Path: Accelerating Your Journey to Financial Freedom,' was released this week through a new publisher and word got out that 50 year-old Gupta was departing with little explanation

October 16, 2020 – 7:49 PM


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Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®




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