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SPC
ANN ARBOR, MI
734-663-1611
SEC #801-20404Total AUM
$6.1B
Employees
471Clients
30,916Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 PARKLAND PLAZA
ANN ARBOR
MI 48103
United States
ANN ARBOR
MI 48103
United States
Operating Hours
8:00 AM TO 5:00 PM ET
Monday - Friday
Monday - Friday
Phone
734-663-1611
Other Offices
336
Financials
Total AUM
$6.1B
Accounts
26,433Discretionary
$6.1B
Accounts
26,432Non-Discretionary
$1.2M
Accounts
1
Clients
Individual Clients
29,763AUM
$4.1B
HNW Individual Clients
832AUM
$1.7B
Pension/Profit Sharing Plan Clients
190AUM
$28M
Charitable Organization Clients
21AUM
$8.2M
Government Entity Clients
10AUM
$0
Corporation or Business Clients
100AUM
$189.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR ATTENDANCE FEES
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.