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Building 2IIC

Map pinBLOOMFIELD HILLS, MI
Phone248-339-9808
NotebookSEC #801-78450
Total AUM
$125M
Employees
13
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 WEST SQUARE LAKE ROAD
BLOOMFIELD HILLS
MI 48302
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
248-339-9808
Other Offices
2

ReceiptFinancials

Total AUM
$125M
Accounts
4
Discretionary
$125M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
45
AUM
$125M

Briefcase businessServices

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Services Offered
EducationPension Consulting
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDCLAMINETNTXUT

HandshakeAffiliates

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

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