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AZIMUTH CAPITAL MANAGEMENT
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC
CRD 319062 · SEC 801-123448
200 EAST LONG LAKE ROAD, SUITE 160, BLOOMFIELD HILLS, MI, 48304, United States
Phone
248-433-4000
Fax
283-433-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.99B
Discretionary AUM
$3.81B
Team
25 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $53.4M |
| High net worth individuals | 315 | $3.59B |
| Pension/profit sharing plans | 6 | $33.4M |
| Charitable organizations | 12 | $255.3M |
| Corporations/business entities | 5 | $27.7M |
States served
AZ, CA, CO, IL, IN, MA, MI, NV, NY, NC, OH, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD