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Building 2FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

Map pinSALINE, MI
Phone877-429-4690
NotebookSEC #801-81193
Total AUM
$351.1M
Employees
10
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 INDUSTRIAL DRIVE
SALINE
MI 48176
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
877-429-4690

ReceiptFinancials

Total AUM
$351.1M
Accounts
1,039
Discretionary
$349.5M
Accounts
1,034
Non-Discretionary
$1.6M
Accounts
5

ContactClients

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Individual Clients
288
AUM
$38.5M
HNW Individual Clients
249
AUM
$253.8M
Pension/Profit Sharing Plan Clients
31
AUM
$51M
Government Entity Clients
9
AUM
$2.7M
Insurance Company Clients
1
AUM
$3.4M
Corporation or Business Clients
1
AUM
$171.2K
Other Clients
1
AUM
$1.5M
Description of Other Clients
HSA & HRA PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FIDUCIARY INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INMIOHPA

HandshakeAffiliates

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

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