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Building 2HOOVER PRIVATE WEALTH, LLC

Map pinROYAL OAK, MI
Phone(248) 298-4000
NotebookSEC #801-134707
Total AUM
$171.3M
Employees
6
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3123 CROOKS ROAD
ROYAL OAK
MI 48073
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
(248) 298-4000

ReceiptFinancials

Total AUM
$171.3M
Accounts
638
Discretionary
$67.3M
Accounts
603
Non-Discretionary
$104M
Accounts
35

ContactClients

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Individual Clients
175
AUM
$45.4M
HNW Individual Clients
12
AUM
$19.7M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
35
AUM
$105.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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