1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LJPR FINANCIAL ADVISORS

Map pinTROY, MI
Phone248-641-7400
NotebookSEC #801-35836
Total AUM
$776.1M
Employees
25
Clients
1,232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5480 CORPORATE DRIVE
SUITE 100
TROY
MI 48098
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
248-641-7400
Other Offices
1

ReceiptFinancials

Total AUM
$776.1M
Accounts
3,108
Discretionary
$776.1M
Accounts
3,108
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,003
AUM
$304.3M
HNW Individual Clients
210
AUM
$429.6M
Banking Clients
1
AUM
$18.6M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M
Charitable Organization Clients
17
AUM
$17.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMINCNYOHTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account