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Building 2DAHRING | CUSMANO AND ASSOCIATES

Map pinNOVI, MI
Phone248-348-0100
NotebookSEC #801-117222
Total AUM
$781.4M
Employees
18
Clients
884

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26200 TOWN CENTER DR.
SUITE 100
NOVI
MI 48375
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
248-348-0100
Other Offices
1

ReceiptFinancials

Total AUM
$781.4M
Accounts
2,051
Discretionary
$733.1M
Accounts
2,043
Non-Discretionary
$48.3M
Accounts
8

ContactClients

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Individual Clients
709
AUM
$183.4M
HNW Individual Clients
154
AUM
$298.1M
Corporation or Business Clients
21
AUM
$299.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKYMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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