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Building 2FOGUTH WEALTH MANAGEMENT, LLC.

Map pinBRIGHTON, MI
Phone(810) 522-5650
NotebookSEC #801-128714
Total AUM
$825.1M
Employees
88
Clients
2,259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
325 W. MAIN ST.
BRIGHTON
MI 48116
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(810) 522-5650
Other Offices
14

ReceiptFinancials

Total AUM
$825.1M
Accounts
5,587
Discretionary
$811.3M
Accounts
5,491
Non-Discretionary
$13.8M
Accounts
96

ContactClients

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Individual Clients
2,050
AUM
$458.5M
HNW Individual Clients
209
AUM
$366.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGALAMINCNYOHSCTXVA

HandshakeAffiliates

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

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