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Building 2WOLVERINE WEALTH ADVISORY SERVICES INC.

Map pinBLOOMFIELD HILLS, MI
Phone248-220-2202
NotebookSEC #801-132406
Total AUM
$140.9M
Employees
1
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40900 WOODWARD AVE., STE. 100
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 AM - 5:00 PM
BY APPOINTMENT
Phone
248-220-2202

ReceiptFinancials

Total AUM
$140.9M
Accounts
215
Discretionary
$140.9M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$7.1M
HNW Individual Clients
31
AUM
$125.9M
Pension/Profit Sharing Plan Clients
1
AUM
$7.7M
Charitable Organization Clients
1
AUM
$163.6K

Briefcase businessServices

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