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Building 2INDEX RESULTS

Map pinLIVONIA, MI
Phone734-422-8040
NotebookSEC #801-63882
Total AUM
$25M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16311 MIDDLEBELT
LIVONIA
MI 48154
USA
Operating Hours
10-6
Monday - Friday
Phone
734-422-8040

ReceiptFinancials

Total AUM
$25M
Accounts
11
Discretionary
$25M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublicationsSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

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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