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Building 2FINANCIAL INSTITUTION SERVICES, LLC

Map pin
Phone248-661-8190
NotebookSEC #801-125970
Total AUM
$258.7M
Employees
4
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM VIA PHONE, IN OFFICE BY APPOINTMENT
Monday - Friday
Phone
248-661-8190
Other Offices
2

ReceiptFinancials

Total AUM
$258.7M
Accounts
966
Discretionary
$258.7M
Accounts
966
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
282
AUM
$122M
HNW Individual Clients
50
AUM
$136.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIMNNVTX

HandshakeAffiliates

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

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