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Building 2ONTRACK WEALTH MANAGEMENT

Map pinCANTON, MI
Phone734-751-6818
NotebookSEC #801-136484
Total AUM
$112.4M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8540 N CANTON CENTER RD
CANTON
MI 48187
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
734-751-6818
Other Offices
1

ReceiptFinancials

Total AUM
$112.4M
Accounts
401
Discretionary
$112.4M
Accounts
401
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$19.8M
HNW Individual Clients
33
AUM
$92.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

HandshakeAffiliates

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

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