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Building 2CRANBROOK WEALTH MANAGEMENT, LLC

Map pinBLOOMFIELD HILLS, MI
Phone248-362-0900
NotebookSEC #801-66180
Total AUM
$906.8M
Employees
6
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36330 WOODWARD AVENUE
SUITE 200
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
248-362-0900
Other Offices
2

ReceiptFinancials

Total AUM
$906.8M
Accounts
1,015
Discretionary
$906.8M
Accounts
1,015
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$263.1M
HNW Individual Clients
127
AUM
$636.2M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINCNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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