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Building 2MITTRA KIRKMAN & ASSOCIATES

Map pinROCHESTER HILLS, MI
Phone248-650-3839
NotebookSEC #801-56567
Total AUM
$47.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 LIVERNOIS
SUITE 309
ROCHESTER HILLS
MI 48307
USA
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
248-650-3839

ReceiptFinancials

Total AUM
$47.7M
Accounts
137
Discretionary
$2.6M
Accounts
6
Non-Discretionary
$45.1M
Accounts
131

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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