Overview
Assets Under Management: $2.2 billion
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 268
Average Client Assets: $6.9 million
Frequently Asked Questions
AZIMUTH CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132308), AZIMUTH CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
AZIMUTH CAPITAL MANAGEMENT LLC is headquartered in BLOOMFIELD HILLS, MI.
AZIMUTH CAPITAL MANAGEMENT LLC serves 268 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, AZIMUTH CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AZIMUTH CAPITAL MANAGEMENT LLC manages $2.2 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, AZIMUTH CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.78%
Average Client Assets: $6.9 million
Total Client Accounts: 1,304
Discretionary Accounts: 1,295
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 132308
Filing ID: 1180125
Last Filing Date: 2018-03-30 10:41:00