Overview
Assets Under Management: $203 million
Headquarters: CLINTON TOWNSHIP, MI
High-Net-Worth Clients: 2
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.36
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 898
Discretionary Accounts: 565
Non-Discretionary Accounts: 333
Regulatory Filings
CRD Number: 122638
Filing ID: 1995468
Last Filing Date: 2025-06-10 13:59:00
Website: https://yourplanners.com