Overview
Assets Under Management: $440 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,683
Discretionary Accounts: 3,597
Non-Discretionary Accounts: 86
Regulatory Filings
CRD Number: 327434
Filing ID: 1988432
Last Filing Date: 2025-05-08 14:46:00
Website: https://foguthfinancial.com