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Building 2MODELL CAPITAL MANAGEMENT LLC

Map pinBLOOMFIELD HILLS, MI
Phone(248) 723-8000
NotebookSEC #801-134961
Total AUM
$1.9B
Employees
7
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
91 W. LONG LAKE ROAD
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(248) 723-8000

ReceiptFinancials

Total AUM
$1.9B
Accounts
918
Discretionary
$1.9B
Accounts
918
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
270
AUM
$323.8M
HNW Individual Clients
101
AUM
$1.5B
Pension/Profit Sharing Plan Clients
7
AUM
$20.4M
Charitable Organization Clients
5
AUM
$9.6M
Insurance Company Clients
1
AUM
$11.2M
Corporation or Business Clients
10
AUM
$33.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLAMDMINYTX

HandshakeAffiliates

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

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