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Building 2RACHOR INVESTMENT ADVISORY SERVICES, LLC

Map pinLINDEN, MI
Phone810-732-7777
NotebookSEC #801-24721
Total AUM
$238.1M
Employees
16
Clients
492

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 N. BRIDGE STREET
SUITE A
LINDEN
MI 48451
United States
Operating Hours
9:00 A.M. - 4 P.M.
Monday - Friday
Phone
810-732-7777

ReceiptFinancials

Total AUM
$238.1M
Accounts
1,043
Discretionary
$238.1M
Accounts
1,043
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
358
AUM
$75.1M
HNW Individual Clients
132
AUM
$154.3M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMIMONCNJSCTNTXVA

HandshakeAffiliates

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

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