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Building 2LEJEUNE PUETZ INVESTMENT COUNSEL

Map pinTRAVERSE CITY, MI
Phone231-922-0525
NotebookSEC #801-54913
Total AUM
$342M
Employees
1
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13721 WEST BAY SHORE DRIVE
TRAVERSE CITY
MI 49684
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
231-922-0525

ReceiptFinancials

Total AUM
$342M
Accounts
82
Discretionary
$342M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$3.6M
HNW Individual Clients
71
AUM
$283M
Charitable Organization Clients
1
AUM
$5.8M
Corporation or Business Clients
1
AUM
$49.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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