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Building 2TRACY ROSS FINANCIAL ADVISOR, PLLC

Map pin
Phone231-938-4405
NotebookSEC #801-68080
Total AUM
$59.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
231-938-4405

ReceiptFinancials

Total AUM
$59.3M
Accounts
25
Discretionary
$0
Accounts
0
Non-Discretionary
$59.3M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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