Overview
Assets Under Management: $347 million
Headquarters: TROY, MI
High-Net-Worth Clients: 60
Average Client Assets: $5 million
Frequently Asked Questions
SS&H FINANCIAL ADVISORS, 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 #112256), SS&H FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
SS&H FINANCIAL ADVISORS, INC. is headquartered in TROY, MI.
SS&H FINANCIAL ADVISORS, INC. serves 60 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, SS&H FINANCIAL ADVISORS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SS&H FINANCIAL ADVISORS, INC. manages $347 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, SS&H FINANCIAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.69
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 249
Discretionary Accounts: 247
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 112256
Last Filing Date: 2025-02-13 00:00:00
Website: https://sshadvisors.com