Overview
Assets Under Management: $1.3 billion
Headquarters: BIRMINGHAM, MI
High-Net-Worth Clients: 303
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 303
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 683
Discretionary Accounts: 683
Regulatory Filings
CRD Number: 110268
Filing ID: 2003606
Last Filing Date: 2025-07-15 10:40:00
Website: https://dinsmorecomplianceservices.com