DAVIS, RUTAN & VALK
Total AUM
$62.3M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
21 KERCHEVAL AVE
SUITE #270
GROSSE POINTE
MI 48236
USA
SUITE #270
GROSSE POINTE
MI 48236
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
313-886-8000
Financials
Total AUM
$62.3M
Accounts
95Discretionary
$18.6M
Accounts
57Non-Discretionary
$43.7M
Accounts
38
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.