1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SGH WEALTH MANAGEMENT

Map pinLATHRUP VILLAGE, MI
Phone(248) 731-0029
NotebookSEC #801-113388
Total AUM
$561.8M
Employees
12
Clients
427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17550 W ELEVEN MILE RD
LATHRUP VILLAGE
MI 48076
United States
Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
(248) 731-0029

ReceiptFinancials

Total AUM
$561.8M
Accounts
427
Discretionary
$561.8M
Accounts
427
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
210
AUM
$123.3M
HNW Individual Clients
213
AUM
$433.9M
Corporation or Business Clients
4
AUM
$4.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMIOHORTNTXWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account