1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL RESOURCES TAX & FINANCIAL CONSULTING SERVICES

Map pinTROY, MI
Phone248-362-2165
NotebookSEC #801-64503
Total AUM
$10.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
803 WEST BIG BEAVER ROAD
SUITE 355
TROY
MI 48084
United States
Operating Hours
8:30AM - 5:00 PM
Monday - Friday
Phone
248-362-2165

ReceiptFinancials

Total AUM
$10.8M
Accounts
315
Discretionary
$10.8M
Accounts
315
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMINYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account