Overview
Assets Under Management: $833 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 240
Average Client Assets: $3 million
Frequently Asked Questions
EXCHANGE CAPITAL MANAGEMENT INC 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 #104875), EXCHANGE CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
EXCHANGE CAPITAL MANAGEMENT INC is headquartered in ANN ARBOR, MI.
EXCHANGE CAPITAL MANAGEMENT INC serves 240 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, EXCHANGE CAPITAL MANAGEMENT INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
EXCHANGE CAPITAL MANAGEMENT INC manages $833 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, EXCHANGE CAPITAL MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
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