AUM
$187.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
419 290 0167
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MI
201 advisers found
WORLDWIDE CAPITAL ADVISORS, LLC
Southgate, MI
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
734-246-4774
Full profileNo website
WEALTH FOR YOU FINANCIAL, LLC
Grand Blanc, MI
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
810-695-7510
Full profileNo website
STRATUS ADVISORY GROUP, INC.
Highland, MI
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
248-684-5353
Full profileNo website
AUM
$7.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
248-828-3600
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
QUAYLE FINANCIAL GROUP, LLC
Grand Blanc, MI
AUM
$2.1M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
810-771-4178
Full profileNo website
CIG ASSET MANAGEMENT
Lansing, MI
AUM
$1.2M
Financial PlanningInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
517-802-8085
Full profileNo website
Full profileNo website
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