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Building 2DAVIS, RUTAN & VALK

Map pinGROSSE POINTE, MI
Phone313-886-8000
NotebookSEC #801-56415
Total AUM
$62.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 KERCHEVAL AVE
SUITE #270
GROSSE POINTE
MI 48236
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
313-886-8000

ReceiptFinancials

Total AUM
$62.3M
Accounts
95
Discretionary
$18.6M
Accounts
57
Non-Discretionary
$43.7M
Accounts
38

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

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

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