Overview
Assets Under Management: $4.3 billion
Headquarters: LANSING, MI
High-Net-Worth Clients: 752
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 752
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 5,238
Discretionary Accounts: 4,929
Non-Discretionary Accounts: 309
Regulatory Filings
CRD Number: 123047
Filing ID: 1974131
Last Filing Date: 2025-03-31 15:38:00
Website: https://rehmann.com