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REHMANN WEALTH
LANSING, MI
517-316-2400
SEC #801-64587Total AUM
$5.3B
Employees
39Clients
2,550Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4086 LEGACY PARKWAY
LANSING
MI 48911-4261
United States
LANSING
MI 48911-4261
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
517-316-2400
Other Offices
13
Financials
Total AUM
$5.3B
Accounts
6,020Discretionary
$4B
Accounts
5,635Non-Discretionary
$1.3B
Accounts
385
Clients
Individual Clients
1,063AUM
$227.7M
HNW Individual Clients
1,123AUM
$3.2B
Pension/Profit Sharing Plan Clients
267AUM
$1.5B
Charitable Organization Clients
13AUM
$109.3M
Insurance Company Clients
1AUM
$414K
Corporation or Business Clients
83AUM
$320.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SERVICING FEES FROM CUSTODIANS
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.