USA FINANCIAL EXCHANGE
Ada, MI
AUM
$1.64B
Wealth MgmtTrusts & Estates
Team
38 employees
Clients
0
Fees
PERCENTAGE BASED ON ASSETS OF ADVISERS UTILIZING THE PLATFORM
888-444-0125
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI, ADA
4 advisers found
CAMBIENT FAMILY OFFICE, LLC
Ada, MI
AUM
$857.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(616) 330-2270
CALDER FINANCIAL GROUP
Ada, MI
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-235-2442
USA FINANCIAL SECURITIES LLC
Ada, MI
AUM
$296.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
134 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-407-8198