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Building 2DWP

Map pinGROSSE POINTE FARMS, MI
Phone313-885-0114
NotebookSEC #801-63581
Total AUM
$208M
Employees
6
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 KERCHEVAL AVENUE
GROSSE POINTE FARMS
MI 48236
United States
Operating Hours
9:30AM-4:00PM
Monday - Friday
Phone
313-885-0114

ReceiptFinancials

Total AUM
$208M
Accounts
333
Discretionary
$208M
Accounts
333
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$30.2M
HNW Individual Clients
27
AUM
$120.9M
Charitable Organization Clients
1
AUM
$1.4M
Insurance Company Clients
1
AUM
$55.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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