AUM
$7.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-828-3600
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MI
442 advisers found
BLACK DIAMOND INVESTMENT GROUP,INC.
Kalamazoo, MI
AUM
$6.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
269-383-6633
Full profileNo website
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
989-327-9660
Full profileNo website
THIRD COAST SECURITIES LLC
Traverse City, MI
AUM
$5.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
231-421-1064
Full profileNo website
RELIANCE CAPITAL HOLDINGS, LLC
Southfield, MI
AUM
$4.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
248-355-9011
Full profileNo website
GRAD WEALTH MANAGEMENT PLLC
Livonia, MI
AUM
$1.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
734-462-6161
Full profileNo website
SIMMONS FINANCIAL SERVICES, INC.
Richmond, MI
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
586-727-1727
Full profileNo website
DOBBINS CAPITAL MANAGEMENT
Taylor, MI
AUM
$194K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
734 287-6161
Full profileNo website
MSP INVESTMENT ADVISORS, LLC
Bingham Farms, MI
AUM
—
Trusts & Estates
Team
2 advisors
Clients
—
Fees
REFERRAL FEES
248-642-2803
Full profileNo website
STATE STREET FINANCIAL ADVISORS, LLC
Alpena, MI
AUM
—
Trusts & Estates
Team
1 advisors
Clients
0
Fees
REGISTRANT RECEIVES SOLICITOR FEES FOR REFERRALS
989-356-9065
Full profileNo website
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