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SS&H FINANCIAL ADVISORS, INC.
CRD 112256 · SEC 801-17015
50 W BIG BEAVER RD SUITE 225, TROY, MI, 48084, United States
Phone
248-538-9755
Fax
248-262-7960
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$482.2M
Discretionary AUM
$463.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $24.4M |
| High net worth individuals | 67 | $435.5M |
| Charitable organizations | 3 | $22.3M |
States served
IL, MI, MT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD