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Building 2MANAGED ASSET PORTFOLIOS, LLC

Map pinROCHESTER, MI
Phone248-601-6677
NotebookSEC #801-58125
Total AUM
$1.3B
Employees
22
Clients
1,665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 W. UNIVERSITY, SUITE 100
ROCHESTER
MI 48307
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
248-601-6677

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,955
Discretionary
$1.2B
Accounts
1,643
Non-Discretionary
$23.9M
Accounts
312

ContactClients

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Individual Clients
1,394
AUM
$419.3M
HNW Individual Clients
226
AUM
$495.6M
Investment Company Clients
2
AUM
$99.9M
Pooled Vehicle Clients
1
AUM
$9.3M
Charitable Organization Clients
9
AUM
$5.4M
Government Entity Clients
1
AUM
$145.8M
Corporation or Business Clients
31
AUM
$90.1M
Other Clients
1
AUM
$1M
Description of Other Clients
UNION ACCOUNTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL DELIVERY
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDILINLAMAMIMNMSNCNENHNJNVNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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

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