Overview
Assets Under Management: $184 million
Headquarters: LANSING, MI
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
SHOTWELL RUTTER BAER INC 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 #122789), SHOTWELL RUTTER BAER INC is subject to fiduciary duty under federal law.
SHOTWELL RUTTER BAER INC is headquartered in LANSING, MI.
SHOTWELL RUTTER BAER INC serves 62 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, SHOTWELL RUTTER BAER INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SHOTWELL RUTTER BAER INC manages $184 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, SHOTWELL RUTTER BAER INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 835
Discretionary Accounts: 835
Regulatory Filings
CRD Number: 122789
Filing ID: 2046294
Last Filing Date: 2026-01-29 17:43:52