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Building 2CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Map pinTROY, MI
Phone248-540-7511
NotebookSEC #801-70741
Total AUM
$161.9M
Employees
1
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 WEST BIG BEAVER
SUITE 320
TROY
MI 48084
United States
Operating Hours
8:30AM - 3:30PM
Monday - Friday
Phone
248-540-7511

ReceiptFinancials

Total AUM
$161.9M
Accounts
132
Discretionary
$161.1M
Accounts
122
Non-Discretionary
$794.2K
Accounts
10

ContactClients

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Individual Clients
18
AUM
$3.2M
HNW Individual Clients
51
AUM
$158.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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