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Building 2SHOTWELL RUTTER BAER INC

Map pinLANSING, MI
Phone517-321-4832
NotebookSEC #801-120091
Total AUM
$183.9M
Employees
7
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6350 WEST MICHIGAN AVENUE
SUITE 200
LANSING
MI 48917
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
517-321-4832

ReceiptFinancials

Total AUM
$183.9M
Accounts
835
Discretionary
$183.9M
Accounts
835
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
220
AUM
$62.4M
HNW Individual Clients
62
AUM
$121.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEE FOR PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHIINMITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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