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Building 2FIRSTMETRIC

Map pinTROY, MI
Phone248-817-8919
NotebookSEC #801-117185
Total AUM
$272.1M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 E. BIG BEAVER RD
TROY
MI 48083
United States
Operating Hours
8:30 AM - 5:00 PM ET
Monday - Friday
Phone
248-817-8919
Other Offices
1

ReceiptFinancials

Total AUM
$272.1M
Accounts
48
Discretionary
$272.1M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$6M
HNW Individual Clients
39
AUM
$266.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CALAMITX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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