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FALCONER GROUP
FALCONER ASSET MANAGEMENT COMPANY
CRD 124166
810 COTTAGEVIEW DRIVE, SUITE 103, TRAVERSE CITY, MI, 49684, United States
Phone
231-392-1710
Fax
248-247-1328
Registration
— (—)
Source
State registered
Total AUM
$36.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.8M |
| High net worth individuals | 8 | $33.0M |
Official SEC filing: View on IAPD