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Building 2MKD WEALTH

Map pinTROY, MI
Phone248-418-5100
NotebookSEC #801-68330
Total AUM
$505.7M
Employees
13
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 W. LONG LAKE ROAD
SUITE 210
TROY
MI 48098
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
248-418-5100
Other Offices
1

ReceiptFinancials

Total AUM
$505.7M
Accounts
1,175
Discretionary
$498.7M
Accounts
1,138
Non-Discretionary
$7M
Accounts
37

ContactClients

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Individual Clients
116
AUM
$56.5M
HNW Individual Clients
121
AUM
$443.2M
Pension/Profit Sharing Plan Clients
1
AUM
$6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMITX

HandshakeAffiliates

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

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