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Building 2FOUR FINANCIAL MANAGEMENT

Map pinANN ARBOR, MI
Phone734-272-4322
NotebookSEC #801-129305
Total AUM
$162.7M
Employees
7
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 E. EISENHOWER PKWY
SUITE 740
ANN ARBOR
MI 48108
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
734-272-4322
Other Offices
1

ReceiptFinancials

Total AUM
$162.7M
Accounts
600
Discretionary
$162.7M
Accounts
600
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
312
AUM
$80.2M
HNW Individual Clients
41
AUM
$82.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINCTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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