PROSPERITY WEALTH STRATEGIES LLC
Bloomfield Hills, MI
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(248) 963-0568
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
45 advisers found
STEWARD CAPITAL MANAGEMENT
Bloomfield Hills, MI
AUM
$95.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
248-647-5990
TRINITY FINANCIAL SERVICES, INC.
Bloomfield Hills, MI
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
248-454-1996
DYNAMIC ASSET MANAGEMENT GROUP LLC
Bloomfield Hills, MI
AUM
$84.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-644-3009
BONE ASSET MANAGEMENT
Bloomfield Hills, MI
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
248-220-2205
BRIDGERIVER ADVISORS LLC
Bloomfield Hills, MI
AUM
$63.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-785-3734
EMDE WEALTH MANAGEMENT LLC
Bloomfield Hills, MI
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
248-821-3633
KB WEALTH MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
$12.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-877-3658
NEW HORIZON RETIREMENT ADVISORS
Bloomfield Hills, MI
AUM
$10.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
248-510-9923
FORSYTHIA FINANCIAL
Bloomfield Hills, MI
AUM
$527K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
248-833-8333
ABARIS INVESTMENT MANAGEMENT
Bloomfield Hills, MI
AUM
—
Institutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
248-650-8768
CORE FINANCIAL PLANNING
Bloomfield Hills, MI
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
248-758-2304
HIDDEN CAPITAL MANAGEMENT, LLC
Bloomfield Hills, MI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
248-457-5299
MONEY EVOLUTION
Bloomfield Hills, MI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
248-731-7829
WEALTH MANAGEMENT SERVICES, LLC
Bloomfield Hills, MI
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges; Fixed fees
248-334-9600
MODELL CAPITAL MANAGEMENT LLC
Bloomfield Hills, MI
AUM
$1.88B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(248) 723-8000
Full profileNo website
WOLVERINE WEALTH ADVISORY SERVICES INC.
Bloomfield Hills, MI
AUM
$140.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
248-220-2202
Full profileNo website
Full profileNo website
INTEGRATED MANAGEMENT SERVICES SPV LLC
Bloomfield Hills, MI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
248-385-2065
Full profileNo website
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