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Building 2CAITLIN JOHN, LLC

Map pinBRIGHTON, MI
Phone810-355-1325
NotebookSEC #801-110731
Total AUM
$214.9M
Employees
26
Clients
604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1024 E. GRAND RIVER AVE
SUITE B
BRIGHTON
MI 48116
United States
Operating Hours
9AM - 5:00PM ET
Monday - Friday
Phone
810-355-1325
Other Offices
10

ReceiptFinancials

Total AUM
$214.9M
Accounts
1,158
Discretionary
$210.8M
Accounts
1,152
Non-Discretionary
$4.1M
Accounts
6

ContactClients

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Individual Clients
556
AUM
$115.4M
HNW Individual Clients
46
AUM
$94M
Pension/Profit Sharing Plan Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$523.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINLAMDMINHNJNVNYPATXUTWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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