1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J W KORTH & COMPANY

Map pinLANSING, MI
Phone800-454-1628 OPTION#1
NotebookSEC #801-85185
Total AUM
$228.7M
Employees
20
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6500 CENTURION DRIVE
SUITE 250
LANSING
MI 48917
United States
Operating Hours
9-5
Monday - Friday
Phone
800-454-1628 OPTION#1
Other Offices
1

ReceiptFinancials

Total AUM
$228.7M
Accounts
14
Discretionary
$36.7M
Accounts
7
Non-Discretionary
$192M
Accounts
7

ContactClients

View more in analytics →

HNW Individual Clients
4
AUM
$7.4M
Pooled Vehicle Clients
1
AUM
$22.4M
Corporation or Business Clients
7
AUM
$198.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MARGIN ADVISORY
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Violation FindingOther Regulator Denial/Suspension/RevocationOther Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
FLMI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account