Overview
Assets Under Management: $707 million
Headquarters: NOVI, MI
High-Net-Worth Clients: 4
Average Client Assets: $41 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.02
Average High-Net-Worth Client Assets: $41 million
Total Client Accounts: 1,737
Discretionary Accounts: 1,722
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 301236
Filing ID: 1979314
Last Filing Date: 2025-04-14 13:33:00
Website: https://dinsmorecomplianceservices.com