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Building 2CND FINANCIAL

Map pinLIVONIA, MI
Phone734-427-2030
NotebookSEC #801-121895
Total AUM
$199.4M
Employees
3
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33762 SCHOOLCRAFT RD
2ND FLOOR
LIVONIA
MI 48150
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
734-427-2030
Other Offices
1

ReceiptFinancials

Total AUM
$199.4M
Accounts
189
Discretionary
$195.2M
Accounts
188
Non-Discretionary
$4.2M
Accounts
1

ContactClients

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Individual Clients
115
AUM
$34.6M
HNW Individual Clients
73
AUM
$160.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL PLANNING-CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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