Falists

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Filter by name, location, or specialty. All data from public SEC filings.

45 advisers found

SCHWARTZ & CO.

Bloomfield Hills, MI

AUM

$10.49B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

23 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

248-644-2701

LSIA

Bloomfield Hills, MI

AUM

$932.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM

414-459-1759

GAINPLAN LLC

Bloomfield Hills, MI

AUM

$461.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

248.385.3737

IIC

Bloomfield Hills, MI

AUM

$125.0M

Wealth MgmtRetirement

Team

5 advisors

Clients

Fees

Fixed fees; CHARGE AN ASSET BASED FEE ON RETIREMENT PLANS UNDER ADVISEMENT

248-339-9808

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