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Building 2PEARL PLANNING

Map pinDEXTER, MI
Phone734.274.6744
NotebookSEC #801-132904
Total AUM
$329.2M
Employees
7
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8031 MAIN STREET, SUITE 201
DEXTER
MI 48130
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
734.274.6744

ReceiptFinancials

Total AUM
$329.2M
Accounts
949
Discretionary
$329.2M
Accounts
949
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$64.1M
HNW Individual Clients
104
AUM
$256.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5.2M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$177.5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINYORTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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