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Building 2FINANCIAL FREEDOM HOUSE

Map pinWATERFORD, MI
Phone248-673-2900
NotebookSEC #801-113800
Total AUM
$212.9M
Employees
10
Clients
533

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6515 HIGHLAND RD
SUITE 240
WATERFORD
MI 48327-1668
United States
Operating Hours
9AM TO 4PM
Monday - Friday
Phone
248-673-2900
Other Offices
2

ReceiptFinancials

Total AUM
$212.9M
Accounts
533
Discretionary
$212.9M
Accounts
533
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
473
AUM
$88.3M
HNW Individual Clients
50
AUM
$65.8M
Pension/Profit Sharing Plan Clients
10
AUM
$58.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLMINCPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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