SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Sterling Heights, MI
AUM
$184.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
586-226-2100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
4 advisers found
SMART MONEY FINANCIAL ADVISORS, LLC
Sterling Heights, MI
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
586-262-6400
TRINITY WEALTH SOLUTIONS LLC
Sterling Heights, MI
AUM
$53.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
586-873-8156
MANGOTREE CAPITAL, LLC
Sterling Heights, MI
AUM
$39.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-626-4637