SCHWARTZ INVESTMENT COUNSEL INC
Plymouth, MI
AUM
$3.79B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM
7344557777
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MI, PLYMOUTH
11 advisers found
IPEX, INC.
Plymouth, MI
AUM
$2.65B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
734-451-0777
JLB & ASSOCIATES INC
Plymouth, MI
AUM
$892.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
734-454-9191
GEM ASSET MANAGEMENT, LLC
Plymouth, MI
AUM
$628.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
734-737-9108
PEAK WEALTH MANAGEMENT, LLC
Plymouth, MI
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
734-681-7575
PINNACLE WEALTH MANAGEMENT GROUP, INC.
Plymouth, MI
AUM
$243.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-667-5581
VOORMAN INVESTMENT COUNSEL LLC
Plymouth, MI
AUM
$24.0M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
248-943-0565
AUTUMN FINANCIAL ADVISORS, LLC
Plymouth, MI
AUM
$22.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(248) 716-8307
CUSTOM WEALTH MANAGEMENT
Plymouth, MI
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-844-3400
THE BROCK GROUP, LLC
Plymouth, MI
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
734-744-8008
Full profileNo website
AFFINITY WEALTH MANAGEMENT, LLC
Plymouth, MI
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
734-404-6977
Full profileNo website