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SCHECHTER INVESTMENT ADVISORS, LLC
BIRMINGHAM, MI
248-731-9500
SEC #801-78607Total AUM
$3.9B
Employees
30Clients
908Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 E. MERRILL STREET
SUITE 400
BIRMINGHAM
MI 48009
United States
SUITE 400
BIRMINGHAM
MI 48009
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
248-731-9500
Other Offices
6
Financials
Total AUM
$3.9B
Accounts
3,076Discretionary
$3.6B
Accounts
2,745Non-Discretionary
$374.1M
Accounts
331
Clients
Individual Clients
273AUM
$110.8M
HNW Individual Clients
472AUM
$3B
Charitable Organization Clients
34AUM
$43.6M
Corporation or Business Clients
129AUM
$749.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOFLILINMAMINJNYOHPASCTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.