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Building 2LSIA

Map pinBLOOMFIELD HILLS, MI
Phone414-459-1759
NotebookSEC #801-69340
Total AUM
$932.1M
Employees
10
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
39533 WOODWARD AVENUE
SUITE 307
BLOOMFIELD HILLS
MI 48304-5106
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
414-459-1759
Other Offices
2

ReceiptFinancials

Total AUM
$932.1M
Accounts
432
Discretionary
$932.1M
Accounts
432
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$24.5M
HNW Individual Clients
131
AUM
$734.5M
Pension/Profit Sharing Plan Clients
2
AUM
$17.7M
Charitable Organization Clients
8
AUM
$78.7M
Insurance Company Clients
3
AUM
$33.1M
Corporation or Business Clients
8
AUM
$43.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDMINCNHNYTXWI

HandshakeAffiliates

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

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