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Building 2AZIMUTH CAPITAL MANAGEMENT

Map pinBLOOMFIELD HILLS, MI
Phone248-433-4000
NotebookSEC #801-123448
Total AUM
$4B
Employees
25
Clients
405

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 EAST LONG LAKE ROAD
SUITE 160
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
248-433-4000

ReceiptFinancials

Total AUM
$4B
Accounts
1,603
Discretionary
$3.8B
Accounts
1,599
Non-Discretionary
$183.7M
Accounts
4

ContactClients

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Individual Clients
66
AUM
$53.4M
HNW Individual Clients
315
AUM
$3.6B
Pension/Profit Sharing Plan Clients
6
AUM
$33.4M
Charitable Organization Clients
12
AUM
$255.3M
Government Entity Clients
1
AUM
$34.1M
Corporation or Business Clients
5
AUM
$27.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINMAMINCNVNYOHTXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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