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Building 2VERTRIX WEALTH MANAGEMENT, LLC

Map pinTROY, MI
Phone(248) 602 0555
NotebookSEC #801-134983
Total AUM
$343.2M
Employees
12
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1909 EAST BIG BEAVER
TROY
MI 48083
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(248) 602 0555
Other Offices
1

ReceiptFinancials

Total AUM
$343.2M
Accounts
661
Discretionary
$343.2M
Accounts
661
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$47.2M
HNW Individual Clients
103
AUM
$228.2M
Pension/Profit Sharing Plan Clients
12
AUM
$8.5M
Corporation or Business Clients
1
AUM
$59.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMIOHTNTX

HandshakeAffiliates

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

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