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ISTO ADVISORS, LLC
TROY, MI
248-458-1100
SEC #801-108409Total AUM
$1.1B
Employees
27Clients
405Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2150 BUTTERFIELD DRIVE
SUITE 220
TROY
MI 48084
United States
SUITE 220
TROY
MI 48084
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
248-458-1100
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
2,533Discretionary
$999.3M
Accounts
2,349Non-Discretionary
$65.2M
Accounts
184
Clients
Individual Clients
114AUM
$50.3M
HNW Individual Clients
244AUM
$977M
Pension/Profit Sharing Plan Clients
5AUM
$14.9M
Charitable Organization Clients
41AUM
$13.1M
Corporation or Business Clients
1AUM
$9.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLILINLAMINYTNTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.