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Building 2Q3 ASSET MANAGEMENT CORPORATION

Map pinBIRMINGHAM, MI
Phone(248) 566-1122
NotebookSEC #801-77461
Total AUM
$794.7M
Employees
12
Clients
2,926

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2175 COLE STREET
BIRMINGHAM
MI 48009
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
(248) 566-1122
Other Offices
2

ReceiptFinancials

Total AUM
$794.7M
Accounts
2,926
Discretionary
$794.7M
Accounts
2,926
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,743
AUM
$319.7M
HNW Individual Clients
37
AUM
$69.5M
Investment Company Clients
4
AUM
$354M
Pension/Profit Sharing Plan Clients
142
AUM
$51.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingOther ServicesPublications
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAIAIDILINKSLAMAMIMNMOMSNCNENHNVOHORSCTNTXUTWAWI

HandshakeAffiliates

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

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