Overview
Assets Under Management: $342 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 71
Average Client Assets: $4.0 million
Frequently Asked Questions
LEJEUNE PUETZ INVESTMENT COUNSEL 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 #108738), LEJEUNE PUETZ INVESTMENT COUNSEL is subject to fiduciary duty under federal law.
LEJEUNE PUETZ INVESTMENT COUNSEL is headquartered in TRAVERSE CITY, MI.
LEJEUNE PUETZ INVESTMENT COUNSEL serves 71 high-net-worth clients according to their SEC filing dated March 23, 2023. View client details ↓
According to their SEC Form ADV, LEJEUNE PUETZ INVESTMENT COUNSEL offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LEJEUNE PUETZ INVESTMENT COUNSEL manages $342 million in client assets according to their SEC filing dated March 23, 2023.
According to their SEC Form ADV, LEJEUNE PUETZ INVESTMENT COUNSEL 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: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.74%
Average Client Assets: $4.0 million
Total Client Accounts: 82
Discretionary Accounts: 82
Regulatory Filings
CRD Number: 108738
Filing ID: 1724745
Last Filing Date: 2023-03-23 17:11:00