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SHOTWELL RUTTER BAER INC
CRD 122789 · SEC 801-120091
6350 WEST MICHIGAN AVENUE, SUITE 200, LANSING, MI, 48917, United States
Phone
517-321-4832
Fax
517-321-9116
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.9M
Discretionary AUM
$183.9M
Team
7 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUBSCRIPTION FEE FOR PLANNING
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $62.4M |
| High net worth individuals | 62 | $121.5M |
States served
CA, IN, MI, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD