Overview
Assets Under Management: $833 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 240
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: 240
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,337
Discretionary Accounts: 1,329
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 104875
Last Filing Date: 2025-02-27 00:00:00
Website: https://exchangecapital.com