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Building 2EXCHANGE CAPITAL MANAGEMENT INC

Map pinANN ARBOR, MI
Phone734-761-6500
NotebookSEC #801-36104
Total AUM
$832.8M
Employees
13
Clients
374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 N. MILLER AVE.
1ST FLOOR
ANN ARBOR
MI 48104
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
734-761-6500

ReceiptFinancials

Total AUM
$832.8M
Accounts
1,337
Discretionary
$831.1M
Accounts
1,329
Non-Discretionary
$1.7M
Accounts
8

ContactClients

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Individual Clients
127
AUM
$33.3M
HNW Individual Clients
240
AUM
$758.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.8M
Charitable Organization Clients
1
AUM
$3.5M
Government Entity Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$11.3M
Corporation or Business Clients
3
AUM
$20.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMIMNOHTX

HandshakeAffiliates

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

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