Overview
Assets Under Management: $200 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 378
Discretionary Accounts: 372
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 172689
Last Filing Date: 2025-02-19 00:00:00
Website: https://clearridgewm.com