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Building 2ROCHESTER WEALTH STRATEGIES, LLC

Map pinROCHESTER, MI
Phone(248) 434-6550
NotebookSEC #801-131112
Total AUM
$177.8M
Employees
5
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
439 S. MAIN STREET
SUITE 250
ROCHESTER
MI 48307
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(248) 434-6550

ReceiptFinancials

Total AUM
$177.8M
Accounts
445
Discretionary
$169.4M
Accounts
413
Non-Discretionary
$8.4M
Accounts
32

ContactClients

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Individual Clients
66
AUM
$38.9M
HNW Individual Clients
68
AUM
$138.7M
Charitable Organization Clients
2
AUM
$111.5K
Corporation or Business Clients
1
AUM
$1.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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