Overview
Assets Under Management: $648 million
Headquarters: TROY, MI
High-Net-Worth Clients: 156
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 156
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,461
Discretionary Accounts: 1,461
Regulatory Filings
CRD Number: 330834
Filing ID: 1945583
Last Filing Date: 2025-03-31 10:01:00
Website: https://calfee.com