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Building 2THRIVE RETIREMENT SPECIALISTS

Map pinROYAL OAK, MI
Phone(833) 217-9613
NotebookSEC #801-129197
Total AUM
$303.9M
Employees
2
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 S. MAIN ST., SUITE 321
ROYAL OAK
MI 48067
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(833) 217-9613
Other Offices
2

ReceiptFinancials

Total AUM
$303.9M
Accounts
411
Discretionary
$303.9M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
70
AUM
$303.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMITX

HandshakeAffiliates

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

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