Overview
Assets Under Management: $4.5 billion
Headquarters: GRAND BLANC, MI
High-Net-Worth Clients: 20
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.85
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 3,464
Discretionary Accounts: 3,463
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 109528
Filing ID: 2004921
Last Filing Date: 2025-07-23 13:33:00
Website: https://mainstaycapital.com