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PALATINE HILL WEALTH MANAGEMENT
BIRMINGHAM, MI
734-218-0085
SEC #801-117400Total AUM
$295.9M
Employees
5Clients
289Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
148 PIERCE STREET
SUITE 200
BIRMINGHAM
MI 48009
United States
SUITE 200
BIRMINGHAM
MI 48009
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Monday - Friday
Phone
734-218-0085
Other Offices
1
Financials
Total AUM
$295.9M
Accounts
1,426Discretionary
$293.8M
Accounts
1,407Non-Discretionary
$2.1M
Accounts
19
Clients
Individual Clients
233AUM
$124.1M
HNW Individual Clients
46AUM
$163.2M
Charitable Organization Clients
1AUM
$450.9K
Corporation or Business Clients
9AUM
$8.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLINMINHNYPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.