Overview
Assets Under Management: $253 million
Headquarters: SALINE, MI
High-Net-Worth Clients: 242
Average Client Assets: $893,553
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: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.74
Average High-Net-Worth Client Assets: $893,553
Total Client Accounts: 915
Discretionary Accounts: 911
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 147014
Last Filing Date: 2024-03-19 00:00:00
Website: https://fcmadvisors.net