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Building 2STRICKLER INVESTMENT SERVICES, LLC

Map pinBRIGHTON, MI
Phone5176189000
NotebookSEC #801-135505
Total AUM
$107.3M
Employees
9
Clients
288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10299 E. GRAND RIVER RD.
SUITE I
BRIGHTON
MI 48116
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
5176189000
Other Offices
1

ReceiptFinancials

Total AUM
$107.3M
Accounts
672
Discretionary
$107.3M
Accounts
672
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
259
AUM
$67.1M
HNW Individual Clients
18
AUM
$38M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$2M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$207.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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