DWP
Total AUM
$208M
Employees
6Clients
136Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
90 KERCHEVAL AVENUE
GROSSE POINTE FARMS
MI 48236
United States
GROSSE POINTE FARMS
MI 48236
United States
Operating Hours
9:30AM-4:00PM
Monday - Friday
Monday - Friday
Phone
313-885-0114
Financials
Total AUM
$208M
Accounts
333Discretionary
$208M
Accounts
333Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
107AUM
$30.2M
HNW Individual Clients
27AUM
$120.9M
Charitable Organization Clients
1AUM
$1.4M
Insurance Company Clients
1AUM
$55.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMITX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.